RETIREMENT PLANS

Retirement plans have become increasingly complex. A host of retirement plan providers and investment options can make it difficult to choose a provider, and the complex legislative environment surrounding retirement plans compounds the confusion.

A team approach

Rose Street Advisors provides clarity by taking a unique approach to retirement plan design and management.  With the myriad of details that a plan entails, we feel it is important to have a team of advisors assigned to your plan.

The benefits of our team approach are many.  Each team member has a comprehensive understanding of your plan, and multiple team members are always included on every communication.  There will always be someone available to quickly answer questions, or promptly resolve problems. Having a team working on your behalf also reduces the amount of time you have to devote to the plan.

Total capabilities

Rose Street Advisors offers comprehensive and sophisticated capabilities in all aspects of qualified retirement plans, including 401(k), 403(b), 457, Pension, Profit sharing and Keogh plans.  Working closely with you, we will help develop your retirement plan objectives, review any existing plan, and/or design a new retirement plan that will help you achieve your goals.

Unique objectives, unique solutions

The goals, objectives and needs of every company are unique, and so are the retirement plan solutions we provide.  Rather than offer off-the-shelf plans or proprietary products, we serve in an advisory capacity; accessing a wide range of proven investment instruments from the nation’s top providers. We review your goals, listen to your concerns and carefully look at a variety of options.  Only then will we identify what best meets your criteria and make a recommendation that philosophically best fits your needs.