Financial Advisor & Retirement Planning

Retirement Plan Consulting

Simple 5-step fiduciary process

Retirement plan consulting services help institutions create and manage employer-sponsored retirement plans with a simple 5-step fiduciary process.

  1. Discover. The Fiduciary Financial Partners process starts with a discussion to discover how we can put your retirement plan needs first.
  2. Organize. Retirement data is gathered and organized for deeper plan understanding — from a complete program assessment to plan documents.
  3. Create. FFP analyzes data across five key points to create an improved plan — retirement readiness, plan administration, costs, investments and service providers.
  4. Implement. Implementation begins with plan formalization and design adjustments, as well as further planning for conversion, education and enrollment.
  5. Execute. The fiduciary retirement plan is managed on an ongoing basis with regular update meetings and education to continually adapt it to changing circumstances.

By outsourcing retirement readiness & plan improvement responsibilities to Fiduciary Financial Partners, our chief retirement officer becomes an extension of your team — improving plan leadership, management and accountability.

FFP has more than 20 years of consulting experience with a wide range of defined benefit and defined contribution plans, including 401(k), 403(b), 401(a) and 457 plans.

To learn more, request a consultation or contact us.

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