A well designed retirement plan supports employees while allowing business owners and HR professionals to focus on building and growing a sustainable organization.

Retirement Plan Sponsor Self Assessment

As a retirement plan sponsor, you are responsible for making sure the plan is operated in the best interest of your employees. Here is a checklist of the more common fiduciary responsibilities. After you complete the assessment, a member of our 401(k) team will reach out to discuss your submission.

Take the Self Assessment

Managing a 401(k) can be costly

Your company's retirement plan should be a powerful asset—not a source of administrative headaches, compliance concerns, and fiduciary anxiety.

We are your retirement plan specialists.

Our team provides retirement planning guidance tailored to your company's specific needs, delivering outcomes that benefit both your business and your employees.

We are your retirement plan specialists.

A better 401(k) plan is simple.
Here’s how we do it:

1

Understand

what matters most to both your leadership team and your employees.

2

Evaluate

your current plan's effectiveness against your company's objectives.

3

Engage

at the level that's right for your organization—from basic advisory guidance to full support in meetings and outsourcing of fiduciary duties.

Two Strategic Approaches to 401(k) Management

Strategic 401(k) Consulting

For organizations seeking expert guidance with their existing 401(k) plan in areas such as:

  • Customized consulting to align your plan with company objectives
  • Investment selection and monitoring based on rigorous criteria
  • Targeted employee education and enhanced employee engagement
  • Ongoing plan provider service and fee review

YouThrive Pooled Employer Plan (PEP)

Our innovative solution for organizations looking to reduce administrative burden and liability:

  • Transfer fiduciary responsibility and administrative work to dedicated experts
  • Eliminate the annual audit requirement for plans with 100+ participants
  • Potentially reduce costs through economies of scale
  • Provide enhanced financial education for employees

Learn More About the YouThrive PEP