Simple, focused and balanced retirement services.
Retirement plans have become increasingly complex. A host of providers and investment options can make it difficult to choose and the complex legislative environment surrounding retirement plans is confusing. Our team approach will help provide clarity and take some of the busywork off your hands.
Retirement Plan Advisors
Retirement Plan Overview
2024 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2024 for the previous year. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 451 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
Our Philosophy
Our philosophy aligns with the four principals of Accredited Investment Fiduciary (AIF®), organize, formalize, implement and monitor. These prudent practices are at the heart of the service we provide employer sponsored plans and their participants.
Plan Sponsor Services
- Plan Design & Fee Analysis
- Investment Due Diligence
- Fiduciary Governance
- Employee Engagement
- Vendor Search & Selection Support
In today’s environment, with increasing participant litigation, as well as increasing audits conducted by the Department of Labor, the value of an experienced partner willing to share in the responsibility and liability is more important than ever.
3(21) Co-Fiduciary
As a 3(21) co-fiduciary, Rose Street Advisors partners with you to implement a customized retirement plan to fulfill your fiduciary duties and help maximize your benefit dollars.
3(38) Investment Fiduciary
As a 3(38) Investment Fiduciary, the plan’s investment management is outsourced to us which helps mitigate your fiduciary risk and time involved with investment decisions.
Participant Services
We believe all participants should be able to retire on your own terms with the clarity and confidence to live the retirement they have visualized. Our sole focus is to assist them in making that happen.
1-on-1 Consultations
- Investment advice
- Virtual & Onsite Presentations
- Investment Committee Education
Group & Individual Education
- Retirement Planning
- Financial Planning
Problems We Solve
- Creation of a retirement plan as a strategy to recruit, retain and reward employees
- Lack of employee/employer education
- Formulation of new initiatives or benefit strategies to support your employees