Retirement Plan Consulting

As retirement plan specialists, we offer comprehensive services to plan sponsors. From fiduciary guidance to service provider oversight, we ensure compliance and enhance the financial wellness of your employees. With us, plan sponsors gain tailored solutions and expert support, empowering both their business objectives and their employee’s financial aspirations.

Steady Guidance.

As industry experts, we prioritize your company’s best interests, guiding you through the complex landscape of retirement plans with leading best practices.

Fiduciary Partner.

We have served our clients with fiduciary best practices for decades. Our experts can accept fiduciary status as an ERISA 3(21) Investment Advisor or 3(38) Discretionary Investment Manager.

Happy Employees.

Elevate your team with a dynamic retirement benefit that attracts, retains, rewards, and supports the individuals driving your business’s success.

Ready to level up your Retirement Plan?

Let’s Talk

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Which best describes you?*

New Plan

Benchmark Existing Plan

Looking for an Alternative Solution

Submitting an RFP

Supplemental Retirement Plan Option

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Retirement Plan Solutions

Advancing your organization’s mission

As defined contribution and defined benefit specialists, we help employers achieve a great benefit that aligns with your organization’s goals and the best interest of your team. Our expertise encompasses:

401(k) Profit Sharing Plans
403(b) Tax-Sheltered Annuity Plans
Cash Balance and Executive Benefit Plans
457 Non-Qualified and Deferred Compensation Plans
Multiple (MEP) and Pooled (PEP) Employer Arrangements
Upgrading Simple IRA Plans to 401(k)s

Fiduciary Risk Mitigation

Mitigate Fiduciary Risk and Responsibilities

A sound fiduciary process helps fulfill your legal obligations, mitigate liabilities, and safeguard the pitfalls of ERISA (DOL) & (IRS) compliance.

Install governance policy
Provide plan sponsor fiduciary training
ERISA 3(38) investment management or 3(21) fiduciary advice
Safekeep documents and process management

Investment Performance and Fees

Smart, simple and straightforward.

Smart investment management is designed with the goal of enhancing performance and improving outcomes for investors, while also striving to maintain fair and reasonable fees.

Benchmark plan performance and fees
Professional investment management solutions
Fund shareclass and collective investment trust (CIT) review
Exposing “hidden fees” and revenue-share

Optimization & Strategy

Attract, retain, reward, and retire expectational talent.

Plan design shapes the structure of 401(k) plan, directly influencing its effectiveness in aiding employees’ retirement savings.

Maximize employee contributions
Reduce corporate taxes
Improve retirement savings rates
Provisional best practices

Service Provider Oversight & Benchmarking

An effective and efficient ecosystem.

Familiar with both the marketplace and the playbook, Strategic will align you with providers offering best-in-class technology and services, all at a reasonable fee tailored to the needs of your organization.

Recordkeeper RFI’s/RFP’s
Conflict resolution
Business integrations
Technology, cost and fee analysis

Workplace Financial Education

Give the gift of financial wellness.

Strategic drives successful outcomes by keeping participants on track and guiding them through smart financial decisions, directly engaging them in their journey towards retirement success.

Custom participant education program
One-on-one financial coaching
Group education and seminars
Online financial wellness tool

The one-on-one plan meeting I had with our Plan Advisor changed everything. They helped me navigate a challenging cash flow issue and now I’ll be sure to use the online financial wellness program provided by Strategic to continue the positive momentum. I’m beyond grateful. Seriously.
Amy, Plan Participant – New Hartford, NY

The testimonial provided by a current client who received no compensation for their honest feedback. Results may vary.