Retirement Plan Consulting & Administration

Today’s reporting requirements are more complicated than ever. We work independently to manage the complicated requirements of retirement plans, giving you peace of mind.

Warren Averett Benefit Consultants, LLC provides retirement plan design and administration services for clients with plans ranging from one to 4,000 participants. The Firm assists a variety of organizations with comprehensive retirement plan services, including:

  • Plan Design, Consultation and Administration
  • Plan Compliance
  • Daily Value Platform Plans (self-directed)
  • Balance Forward Platform Plans (trustee or self-directed)
  • Recordkeeping, administration and investment management needs in one comprehensive solution

Whether your organization has an existing plan or is considering starting a new plan, the team at Warren Averett can help you streamline the administration and design a retirement plan that best fits the unique needs of your company. We can evaluate and recommend a design that will meet your goals while understanding each employer has different needs and objectives.

We can work with any investment advisor the trustee chooses, or we can make recommendations with your best interests in mind.

We even offer a comprehensive solution which includes the administration of retirement plans, compliance testing, government reporting, daily participant recordkeeping, employee education meetings, investment management and advice, annual plan reviews and rebalancing risk-based portfolios.

Your business has a life cycle as does your retirement plan; we can recommend plan amendments or termination when warranted. We assist with determination of eligibility, vested benefits for each employee and your unique compliance requirements.

Regardless of the complexity, Warren Averett has the experience and expertise to successfully handle any of your plan needs.


  • 401(k) plans (traditional or safe harbor)
  • 403(b) & 457(b) plans
  • Cash Balance & Defined Benefit plans
  • Cafeteria plans (Section 125/FSA)
  • Profit sharing plans (including cross testing formula or aged based formula)
  • Health & Welfare benefit plans
  • Money purchase pension plans
  • ESOPs & KSOPs
  • Non-Qualified Deferred Compensation Plans
  • Human resource consulting
  • Compensation consulting
  • Foundation & Endowment recordkeeping
  • Other Fringe Benefit Consulting

Meet Our Retirement Plan Consulting & Administration Team

Learn more about our team members’ expertise, insights and how we can help your business thrive

Contact Us

Phone: 800.759.7857

Questions about how we can help you or your business thrive, or want to learn more about Warren Averett? Get in touch with us today!