corporate retirement plans

Navigate Retirement Solutions with Confidence

Are you a plan sponsor with questions?

We have answers.

How do I ensure I am doing everything to meet my fiduciary responsibility?

Is it a breach of fiduciary responsibility if I don't benchmark my plan every 3 years?

How can I tell if my all-in fees are reasonable?

How can I improve the financial literacy of my employees?

Is my plan set up to maximize benefits to both the owners and the employees?

How do I create an investment policy statement for my plan?

How do I make sure I am offering the most appropriate investment options for my employees?

Is my current plan set up to minimize my income tax liability?

We will create a retirement plan that's optimal for your organization, providing peace of mind for you.


Client Centered

  • Plan advisor

    PLAN DESIGN & PLAN BENCHMARKING

    • Analysis
    • Goal Setting
    • Customization
    • Analysis
    • Investment Analysis
    • Provide Analysis

    One-time fee based on complexity.

  • FIDucIARY PARTNER

    FIDUCIARY FITNESS & INVESTMENT CONSULTING

    • Fiduciary Education
    • Compliance Documentation
    • Ongoing Benchmarking
    • Fund Selection
    • Fund Monitoring
    • Investment Policy Statement

    Annual financial planning fee and quarterly investment management fee.

  • Participant Education

    RETIREMENT READINESS + INVESTMENT EDUCATION

    • Goal Setting
    • Deferral Amount Selections
    • Progress Monitoring
    • Asset Allocation
    • Fund Selection
    • Portfolio Diversification

 Is your plan compliant?

Take advantage of our complimentary benchmarking review.

We welcome the opportunity to speak with you

contactus@RIVERSEDGEADVISORS.COM|302-573-6864