Rose Street Advisors will work closely with plan sponsors (the employer) to design a plan that corresponds to your company’s circumstances and objectives. Among the services we provide employers are:
Plan Consultation Services
Investment Advisory Services
Define Your Objectives
Each type of retirement plan has its own special characteristics, advantages and disadvantages. In order to define your objectives, it is important to consider the following questions:
Rose Street Advisors will do more than advise, design and manage your company’s retirement plan. We will also share in the responsibility of the fiduciary duties.
As a 3(21) fiduciary, we will shoulder some of the fiduciary burden related to your employee retirement plan. Since we have a vested financial interest in your plan’s success, you can be assured that we will act in the best interests of your participants.
In today’s environment, with increasing participant litigation, as well as increasing audits conducted by the Department of Labor, the value of an expert partner willing to share in some of the responsibility and liability is more important than ever. As a 3(21) co-fiduciary, Rose Street Advisors will work in partnership with you to fulfill all fiduciary duties.