Plan success requires more than just a traditional suite of advisory services. We proactively and consistently address the challenges employers face in managing a retirement plan while striving to maximize employee success.
Managing Risk and Educating Our Clients
RetireRight is committed to providing employers with solutions and education to assist them in mitigating their liability. We assist plan sponsor fiduciaries with fiduciary risk management strategies. Our ERISA Investment Fiduciary status enables us to help plan sponsors maintain high fiduciary standards.
Employee Financial Wellness
We have spent decades developing a comprehensive Financial Wellness Program that leverages behavioral economics research and combines reliable technology with personal support to assist employees in pursuing more successful retirement outcomes.
Benchmarking Your Plan
Employing multiple benchmarking solutions, we provide employers with comprehensive reporting to cut through the confusion and frustration of selecting and monitoring retirement plan providers.
Maximizing Plan Design
We utilize a plan design optimization process that is unique to each client. The key theme of this process is that better plan design drives better participant behavior and better outcomes. This patented process helps plan decision-makers find the right plan provisions that will give their employees the best chance of retiring comfortably for an amount the employer can afford.
Rethinking Investments
The selection and monitoring of your retirement plan assets is a fiduciary process that requires a well-designed and well-documented process. At RetireRight the process begins with your investment policy. We design your investment menu utilizing a risk-budgeting process since each asset class will have a different expectation of return.
Plan Support Services
We will diligently support your plan so you can diligently support your business. As your experienced partner, we’ll help free up your time so you can focus on what you do best. Click here for more plan support services.
