Rose Street Advisors
Your guide from hire to retire.
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 put your mind at ease and take some of the busywork off your hands.
Scott Higgins
AIF ®, CFP®, CPFA® | FINANCIAL ADVISOR
Since 2012 at Rose Street, Scott has been responsible for helping the firm’s individual wealth management clients with income strategies for retirement and consulting with employers with their employee retirement plans. In free time, he enjoys golf, biking, skiing, cooking, and traveling. Fun fact, Scott has a hobby of filling growlers with coins!
Julia Sanders
AIF®, CPFA® | RETIREMENT RELATIONSHIP MANAGER
Meet Julia, a people-focused life-long learner with several years of experience in the retirement plan industry. Throughout her career, Julia has been committed to maintaining strong client relationships by providing incredible customer service. She is passionate about helping clients define and plan for their retirement goals. Julia’s daily role at the firm energizes and reinforces her commitment to client-focused work.
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.
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. 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
Don't just take it from us.
We have some of the best clients in the world, and some were willing to share their experiences.
Excellent job of educating our employees on the benefits of a 401k plan.
Laura Van Popering
HR Director, Pro Services
Are you ready
to get started?
