Retirement Services

Looking ahead for your employees—and your business.

Melita creates sustainable retirement programs that engage your employees and support their financial security as well as your business’ financial health. Working with our retirement plan experts makes retirement planning easier and more affordable for your organization.

We offer the following retirement services:

  • Independent 401(k) investment consulting
  • Investment Policy Statement (IPS) creation and monitoring
  • Ongoing investment monitoring
  • Assistance with changes in investment options
  • Ongoing investment recommendations
  • Performance reports
  • Qualified Default Investment Alternative (QDIA) assistance
  • 404(c) assistance
  • Participant enrollment
  • Participant education
  • Plan search support / vendor analysis
  • Benchmarking services