A High-Level Actuarial and Benefits Consulting Firm We Stand Behind Our Commitment to Quality Service Providing High Touch Service Providing Creative Solutions and Technical Expertise

Shore Tompkins tailors your retirement plan to meet your unique goals and objectives. We partner with your investment advisor and major investment companies across the country to bring you a best-of-class retirement solution.

 

Our mission is to delight you with our high-touch professional service. You will be assisted by a credentialed consultant who will proactively provide timely advice. Your specific goals and objectives in sponsoring a retirement plan will drive the advice that you receive.

The Shore Tompkins Blog: Latest Posts

Target Date Funds: New Guidance from DOL

Posted on April 19, 13

In February the Department of Labor’s Employee Benefits Security Administration (EBSA) issued new guidance for plan fiduciaries regarding Target Date Funds (TDFs), a relatively new and increasingly popular destination for retirement plan contributions. Although the document’s title describes its content merely as “Tips,” we...

Read More

QDIA: Protection for Plan Sponsors

Posted on April 05, 13

Automatic enrollment (AE) in company retirement plans can help workers increase their retirement savings, but it presents a challenge: How should the employer invest the dollars of employees who do not affirmatively choose an investment vehicle for their contributions to the plan? This longstanding...

Read More