Serving as your relentless advocate.

We understand how important your business is to you and how an engaged workforce matters. As your Retirement Plan Advisor, we will always act in your best interest, delivering transparency, simplicity, and relevant education with a shared goal to increase the retirement readiness of your employees.

It begins with a fiduciary-based service model.

We believe that great retirement plan outcomes start with implementing a fiduciary-based service model that focuses on helping plan sponsors and participants make smart, informed decisions.

Shared responsibility.

By sponsoring a retirement plan, you have many important legal duties and obligations as a fiduciary. This includes selecting and monitoring Plan investments. However, ERISA allows you to legally delegate this crucial role to an independent manager. It is called a 3(38) Fiduciary, and Focus Partners Retirement Solutions takes the responsibility of investment decision making legal off your shoulders - in writing - with every client we serve.

Transparency

Focus Partners believes in a 100% transparent cost structure. Plan sponsors will have the confidence knowing exactly what they are paying and what they are getting in return. We do not believe in hidden fees. We provide clients with annual fee benchmarking reports to ensure your fees stay competitive with the marketplace.

Education

Educating your employees isn’t just a top priority – it is our passion; Focus Partners Retirement Solutions is dedicated to enhancing participant outcomes through our education program. This includes virtual and in-person group meetings complemented by one-on-one employee consultations focused on a participant’s holistic financial wellness (not just savings rate and investment choice). A 401(k) plan can seem overwhelming and confusing. We help clarify the complex, making it easier for your employees to build confidence and make informed decisions.

Consultative Approach

Focus Partners Retirement Solutions wants to ensure the design of the Plan is functioning optimally and up to date with ever-changing regulations. We will analyze the current plan features and funding structure to see if there is a better way to design it to meet your unique goals and needs. Does the Plan offer the features that are most relevant and important to you and your employees? As your advisor, we keep plan design top-of-mind to ensure it always aligns with your company’s goals and objectives.