Corporate
retirement plans
A strategically designed corporate retirement plan is one of the most effective ways for organizations to attract, retain, and support high‑quality employees, while also helping owners, executives, and directors plan and save for their own long‑term financial futures.
Why companies & businesses choose us:
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Dedicated Retirement Plan Team: Decades of combined experience in 401(k), 403(b), and corporate retirement plan management.
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Employee‑Focused Education: Live webinars, resources, and custom training designed to increase employee engagement and retirement readiness.
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Fiduciary Support & Guidance: Helping employers navigate regulatory requirements and reduce plan‑related risk.
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Data‑Driven Plan Optimization: Benchmarking, plan design consulting, and fee transparency to help improve outcomes.
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White‑Glove Service: Direct support for HR/benefits teams and one‑on‑one access for employees.
Your Dedicated Corporate Retirement Plan Team
Jarrod Hageman, CFP®
Client Relationship Manager – Retirement Services
Esmi Valarezo, AIF®
Client Relationship Manager – Retirement Services
Cheri Payne, AIF®
Client Relationship Manager – Retirement Services
Morgan James
Position / Role
What you get:
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Plan design review & consultation
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Fiduciary guidance (3(21) or 3(38) as applicable)
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Investment monitoring & due diligence
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Vendor analysis & benchmarking
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ERISA compliance support
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Fee transparency and performance reporting
Plan Sponsor Services
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Employee Education & Engagement
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Personalized one‑on‑one financial consultations
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Group education sessions (virtual + on‑site)
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Access to recorded webinars & financial wellness content
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Customized learning tracks for different age groups or life stages
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Enrollment support and decision‑making guidance
Ongoing Plan Support
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Annual strategic reviews
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Plan health reporting & analytics
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Enrollment strategy optimization
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Ongoing service team support for HR/benefits specialists
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Empowering your employees
through education
Your employees get more than a retirement plan. They get the tools and confidence to make informed financial decisions.
Videos
Our growing library of videos gives employees and plan sponsors easy access to financial education.
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Blogs
Practical guidance on retirement, investing, budgeting, and more.
Live Webinars
Interactive sessions with advisors for real‑time learning.
