Step 1 - Plan Reviews

Retirement/401(k) Plan Audit

The CGI Retirement Services Team offers a comprehensive approach to assist your company in providing the retirement/401(k) plan that will best suit your employees.

The CGI Process begins with the Retirement Plan Audit. Using our experience, technical knowledge, and administration partners, CGI will perform a thorough review of all the components of your plan including:

  • Plan Design
  • Investments
  • Participation Rates
  • Fiduciary Oversight
  • Education Program
  • Testing
  • Administrative Procedures

Upon completion of your company's Retirement Plan Audit, CGI's Retirement Services Team provides a comprehensive assessment of your current retirement plan that includes comments and insights into any proposed recommendations for plan adjustments. This foundation assists in establishing clear goals and actionable steps that will lead your company to a more effective program.

For more information, please contact us at