Retirement Plans

Helping Employers Deliver Retirement Plans That Truly Support Their Employees

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Our Approach

We believe successful retirement plans are built on a strong foundation that supports both employers and employees.  Our role is to help plan sponsors meet their responsibilities while creating a plan experience that is well-managed, well-supported, and easy for employees to engage with.

Our approach centers on three essential pillars:

Fiduciary Excellence

Administrative Support

Employee Education and Engagement

We want to be an extension of your HR & Finance team. The kind of partner who shows up before you have to ask, and who gives you a straight answer when something’s not working. That’s how we’ve always operated, and it’s not something we’re willing to trade away for efficiency.

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Methodology & Differentiators

We provide disciplined guidance around plan governance, investment & fee oversight, plan design consulting & benchmarking, and fiduciary responsibilities. Our process is designed to bring structure, documentation, and clarity to decision-making, helping employers feel confident in how their plan is managed.

  • 3(21) or 3(38) fiduciary services
  • Investment Menu Design
  • Fee Benchmarking & Vendor RFPs
  • Qualified Default Investment Alternative Suitability Analysis
  • Committee Charter
  • Investment Policy Statement
  • Meeting Minutes
  • Fiduciary Training
  • Industry Trends & Regulatory Updates

We want to be an extension of your HR & Benefits team.  We work closely with plan providers and your internal team to help streamline plan operations, reduce complexity, and support day-to-day administration. Our goal is to make the plan easier to manage and ensure issues are addressed promptly and effectively so you can spend more of your time focusing on what’s most important, your people.

  • Dedicated Point-of-Contact for HR Teams
  • Strategic Administrative Guidance
  • Conflict Resolution
  • Plan Document Review
  • Plan Design Consulting & Benchmarking
  • Audit Support
  • Plan Correction Guidance
  • Special Projects
  • Plan Sponsor Newsletter

We believe a retirement plan is only successful if employees understand and use it. Through clear communication, in-person & digital education, financial wellness, and one-on-one support, we help participants feel more confident about their choices and more connected to their long-term retirement goals.

  • Group & One-on-One Education
  • Participant Advice
  • Custom Education Modules
  • Custom 401(k)/403(b) Education & Financial Wellness Portal
  • Education Communication Campaigns
  • Monthly Financial Wellness Webinar
  • Monthly Financial Wellness Newsletter
  • Integrated ESOP & 401(k) Education
  • Financial Health Survey & Tracking

Plans we advise on

  • 401(k) Plans
  • 403(b) Plans
  • SIMPLE IRAs
  • ESOPs / KSOPs
  • Cash Balance Plans
  • Defined Benefit Plans
  • Non-Qualified Deferred Compensation Plans
  • Student Loan Reimbursement Programs
Retirement Planning By The Numbers
Retention Rate
Net Promoter Score
Clients
Assets
Awards & Recognition
  • Top National Association of Plan Advisors (NAPA) – Top Defined Contribution Advisory Team (2022)1
  • NAPA Top Woman Retirement Plan Advisor – Jennifer Breton (2021, 2022, 2023)2
  • NAPA Top Retirement Plan Advisor under 40 – Nate Moody (2022, 2023, 2024)3
  • NAPA Top Retirement Plan Advisor under 40 – Matt Arey, JD (2024)3
  • NAPA 401(k) Summit Keynote Speaker – Student Loan Assistance Strategies (2022)2
  • Financial Times Top 401(k) Advisor – Jennifer Breton (2015 – 2020, discontinued)
  • Retirement Advisor Council – Jennifer Breton (2022 – Present)
  • Retirement Plan Advisory Group (RPAG) Advisory Council – Nate Moody (2023 – Present)
  • Plan Sponsor of the Year (The Jackson Laboratory, 2023)4
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