Retirement Plans that Work For You
From fiduciary protection to employee engagement, we help medium-sized businesses maximize their retirement plan’s impact.
Is Your Current Plan Holding You Back?
Many medium-sized businesses think their retirement plan is “fine”—but fine isn’t enough. Opaque fees, outdated designs, and lack of employee engagement can cost your company and your people. We’ll show you how much better your plan could be.
What Matters Most to You?
- Minimizing Fiduciary Risk
- Maximizing Plan ROI
- Reducing Administrative Burden
- Helping Employees Retire
- Tax Mitigation Strategies
- Attracting & Retaining Top Talent
Frequently Asked Questions About Retirement Plans for Medium-sized Businesses
Medium-sized businesses face unique challenges—balancing fiduciary responsibilities, administrative tasks, and employee engagement. A specialized advisor ensures your plan is compliant, cost-efficient, and tailored to your workforce.
A 3(38) fiduciary takes on the responsibility of selecting and monitoring investment options for your retirement plan. This reduces your fiduciary risk and helps ensure your plan meets regulatory standards. You can learn more about fiduciaries here.
Competitive benefits are a top priority for employees. Offering a well-designed 401(k) plan with strong education and engagement programs can set your company apart and improve retention.
Many providers include unclear or complex costs that erode plan performance. We operate with full transparency—no revenue sharing, no opaque fees—so you know exactly what you’re paying for.
We handle vendor management, benchmarking, and RFP support, so your HR and finance teams can focus on strategic priorities instead of paperwork.
Benchmarking compares your plan’s costs, features, and performance against industry standards. It helps identify opportunities to improve ROI and employee outcomes.
Yes. We offer proactive education and engagement programs, including access to a dedicated retirement counselor, so employees feel confident about their financial future.
Downloadable
8 Questions to Ask When Evaluating a Plan Advisor
When markets are up, every advisor looks like a winner. It’s volatile markets that show whether your advisor is really looking out for plan participants and earning their keep. Our Plan Advisor Evaluation Checklist can show you what’s reasonable to expect from a 401(k) advisor and whether yours is working proactively to help you and your employees succeed.
8 Questions to Ask When Evaluating a Plan Advisor
Thank You
Click the button below to begin your download, please contact us if you have any questions.
Thank You
Click the button below to begin your download, please contact us if you have any questions.
Thank You
Click the button below to begin your download, please contact us if you have any questions.
Contact Us
One of our 401(k) business specialists would love to talk to you about your company’s retirement plan needs.
Call Us
(844) 238-1247
Additional Resources for
Medium-Sized Businesses
Fiduciary Responsibilities Explained
Understand what fiduciary risk means and how a 3(38) advisor can protect your business.
401(k) Plan Checklist
Making sure your plan is maximized for performance can make a huge difference in plan participants’ retirement savings.
More Savings, Fewer Taxes
Learn about the powerful 401(k) tax benefit for business owners, and how you can save up to $480,500 a year.