Sheridan Road offers plan sponsor fiduciaries (known as Investment Stewards) the most extensive protection available in the market. Our co-fiduciary offering is unparalled in the industry because it meets the […]
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About Sheri Fitts
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In the world of retirement plans, only one thing seems certain: CHANGE is constant. Over the last decade, Congress has burdened plan sponsors with an overwhelming volume of legislation, making […]
The retirement plan provider review process can be time-consuming, confusing, and frustrating. All too often, standard vendor-provided proposals do not include enough information to determine administrative, recordkeeping, compliance, and employee […]
A successful communication program is critical to the success of a company’s retirement plan. Enrollment and education specialists at Sheridan Road understand that the development of an effective communication program […]
Market volatility makes it critical for retirement plan sponsors and fiduciaries to develop and maintain investment due diligence procedures and supporting documentation. Sheridan Road will work with the retirement plan […]
Sheridan Road provides ongoing strategic consulting services to clients to assist them in analyzing their strategic and financial options. The firm acts on a retainer basis for many companies who need […]
Sheridan Road’s helps clients evaluate potential targets, providing valuation analysis, and evaluating and proposing financial and strategic alternatives. Sheridan Road consults on the timing, structure, financing, and pricing of potential acquisitions. […]
When clients are contemplating the sale of certain businesses, assets or their entire company, or ultimately are seeking to grow through acquisition or strategic partnership, Sheridan Road helps evaluate the […]
Sheridan Road serves as an independent and objective financial consultant in various refinancing situations. We can help evaluate a company’s current capital structure from senior and subordinated debt to preferred […]