Personalized Retirement Plan Consulting for Employers Who Want More

Deschutes helps employers improve workplace retirement plans through customized plan design, fiduciary support, and employee education that drives stronger engagement and better outcomes.

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Smarter Retirement Plan Support for Employers, Committees, and Plan Sponsors

Deschutes Investment Consulting helps employers design, manage, benchmark, and improve workplace retirement plans with thoughtful guidance, practical support, and a strong focus on participant outcomes. Request a Plan Review or call (503) 548-2111 to get started.

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Retirement plan decisions carry real responsibility

Managing a company retirement plan involves more than keeping the plan in place. Employers and committees are often balancing fiduciary responsibilities, provider relationships, plan fees, investment oversight, employee engagement, and long-term outcomes.

Deschutes works with employers who want a more proactive retirement plan consulting relationship. We help plan sponsors evaluate where the plan stands today, identify opportunities for improvement, and make more informed decisions moving forward.

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Our Retirement Plan Consulting Services

Our retirement plan consulting services are designed to help employers strengthen oversight, improve the participant experience, and support better long-term outcomes.

Plan Benchmarking and Fee Review

We help employers evaluate plan fees, services, and competitiveness to better understand how their current plan compares and where changes may be worth considering.

Fiduciary Support and Governance

Deschutes supports plan sponsors with fiduciary processes, committee oversight, investment reviews, and documentation practices that help create a stronger foundation for decision-making.

Customized Plan Design Consulting

We work with employers to review plan features and design strategies that may better support participation, deferral behavior, retention goals, and overall plan effectiveness.

Investment Oversight

Our team provides guidance around investment menus, monitoring processes, and overall alignment between the plan and the needs of participants.

Vendor and Recordkeeper Review

We assess service models, capabilities, fees, and provider fit to help employers determine whether their current setup continues to serve the plan well.

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Participant Education and Engagement

Deschutes believes employee education is a meaningful part of a successful retirement plan. We help participants better understand their benefits, make more informed decisions, and engage more confidently with the plan.

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Ongoing Plan Consulting

Retirement plan needs change over time. We provide ongoing reviews, strategic recommendations, and a consulting relationship designed to stay engaged as your organization evolves.

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Who We Serve

We work with businesses, nonprofits, and organizations that want a retirement plan advisor who is engaged, responsive, and focused on helping them improve the plan experience over time.

This includes:

Business owners
CFOs and finance leaders
HR and benefits leaders
Retirement plan committees
Organizations reviewing their current advisor or provider
Employers launching or upgrading a 401(k), 403(b), or other workplace retirement plan

Why Deschutes

At Deschutes, retirement plan consulting is not treated as a secondary service. It is a core part of the work we do. Our team brings deep experience in workplace retirement plans, along with a strong commitment to practical communication, participant education, and fiduciary-minded support.

Clients value our ability to combine technical expertise with a more personal and proactive consulting style. We help simplify complex decisions, support internal stakeholders, and keep the focus on what matters most: a well-supported plan that serves both the employer and the people participating in it.

Experienced retirement plan consulting team
Proactive guidance, not one-time advice
Focus on participant education and outcomes
Customized plan design support
Independent perspective and long-term partnership mindset

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Have a Question? Submit this form or call Deschutes at (503) 548-2111

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Signs It May Be Time to Review Your Retirement Plan

Many employers do not start looking for retirement plan consulting because something is obviously broken. They start because they are asking important questions.
You may be due for a closer review if:

Plan fees have not been benchmarked in recent years

Participant engagement or savings rates seem low
Employee education feels limited or inconsistent
Your current advisor is not bringing proactive ideas
You are unsure whether plan design still fits your workforce
Committee oversight and fiduciary documentation need more structure
You want to evaluate whether your provider and plan services are still competitive

A thoughtful review can help clarify where your plan stands today and what opportunities may exist moving forward.

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FAQ Section

What is Retirement Plan Consulting?

Retirement plan consulting helps employers manage and improve workplace retirement plans through services such as benchmarking, fiduciary support, plan design review, investment oversight, vendor evaluation, participant education, and ongoing strategic guidance.

What does a retirement plan consultant do?

A retirement plan consultant helps employers evaluate plan fees, services, investment options, plan design, and fiduciary processes so they can make more informed decisions and better support participants.

Who should work with a retirement plan consultant?

Retirement plan consulting can be valuable for business owners, CFOs, HR leaders, retirement plan committees, nonprofits, and organizations that want a more proactive approach to managing a workplace retirement plan.

Why is participant education important in a retirement plan?

Participant education helps employees better understand their retirement benefits, make more informed choices, and engage more confidently with the plan. Stronger education can support better participant outcomes over time.

Why does plan design matter?

Plan design affects how a retirement plan functions for both the employer and employees. A thoughtful plan design can help support participation, savings behavior, employee engagement, and broader workforce goals.

How do I know if my company should review its current plan?

It may be time for a review if fees have not been benchmarked recently, provider support feels limited, plan design has not been revisited, or employee participation and engagement are not where you would like them to be.

How do we get started with Deschutes?

Getting started begins with a conversation. Deschutes can review your current plan, discuss your goals, and help you determine what kind of consulting support may make sense for your organization. Fill out the contact form above or call (503) 548-2111 to get started today!

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Contact Us Today

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice. Call (503) 548-2111.