EMPLOYER RETIREMENT PLANS

For employers, Bringing Together Money and Meaning means helping organizations make sound investment and fiduciary decisions that support employees and long-term responsibilities. ThirtyNorth works with plan sponsors to provide experienced guidance in an increasingly complex regulatory environment.

Retirement Plan Advisory

We provide retirement plan advisory, investment oversight, and fiduciary guidance designed to support governance, compliance, and plan health.

Our role is to help organizations make informed decisions, monitor investments thoughtfully, and fulfill their responsibilities to participants and stakeholders.

Our fiduciary retirement plan services include:

  • ERISA 3(21) or ERISA 3(38) fiduciary services
  • Consultative support for plan sponsors and business owners
  • THIN(k) Plan Review proprietary process
  • Management of plan investment lineup              
  • Customized quarterly reports and periodic presentations
  • Annual review of Investment Policy Statement
  • Assistance with plan design
  • Oversight of recordkeeper and TPA
  • Facilitation of RFP process for recordkeeper and TPA, as needed
  • Oversight of conversion process if change in recordkeeper is made
  • Ongoing assistance with new employee enrollment
  • Reasonable, transparent fees

Click to learn more about our proprietary process

Take a look at our other offerings.

Individuals
Non-Profits