Retirement plan consulting services

Moneta goes further for you – and your participants. We offer high-touch service, results-based participant education, and unbiased advice – all honed through decades of experience for qualified and non-qualified plans.

We measure success through our ability to help you and your participants succeed, and these efforts are supported by a dedicated group of retirement plan specialists who are passionate about making an impact on people’s retirement.

Moneta Provides:

Comprehensive Education


Lead participants to better retirement outcomes through comprehensive participant education programs, including program development, group and one-on-one meetings, communications management, and retirement readiness counseling

Unbiased Guidance


Give participants access to high-level, impartial financial support typically only available to high net worth families



Custom-design plans to meet the unique objectives of all plan participants, including the unique challenges that face owners and senior leaders



Manage expenses for vendor services, and provide fee benchmarking and fee analysis



Offer participants all-institutional investment line-ups, including target-risk and target-date funds, as well index funds and collective trusts to help reduce costs

Fiduciary Support


Meet the client’s fiduciary obligations with the protection of a 3(38) discretionary investment management platform and provide fiduciary governance consulting to helps guide plan sponsors in their decision making process, documentation and other fiduciary responsibilities

Commited to keeping your organization protected and your participants on track

Let us focus on the complexities of ever-changing laws, regulations and markets—so you can focus on running your business. Contact Moneta to begin a conversation about designing a custom retirement plan solution for your organization.

Take your first step with Moneta

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