Helping you navigate through the retirement plan maze.
When organizations need advice on their employee retirement plan, they come to us.
Administering your company's retirement plan is a complex process. Regulatory and fiduciary requirements can make seeing the bigger picture difficult. That's where we come in. We navigate the regulations for you, share fiduciary liability, advocate on your behalf with vendors, and help your employees. As a result, it's easier to align your company's retirement plan with your values and save time, money, and effort.
Retirement Planology, Inc is committed to providing advice, not a menu of products. We believe this approach gives you and your employees the most value. We always serve as a fiduciary, under either ERISA 3(21) or ERISA 3(38).