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

comprehensive_education_large

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

unbiased_advice_large

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

Customization

customization_large

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

Savings

savings_large

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

Selection

selection_large

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

Recent Articles

October 25, 2018

Is October a Jinx for the Markets?

For equity investors, October is a month that is met with some trepidation. It is often referred to as the…

October 25, 2018

[Investment Quarterly] Economy on Solid Footing but Caution Still Warranted

Download the PDF here “Distinguishing the signal from the noise requires both scientific knowledge and self-knowledge.” –Nate Silver In the…

September 21, 2018

Moneta Ranked #4 Nationally by Barron’s

Download the PDF SEPTEMBER 2018—Moneta is proud to announce their recognition of being in the top five independent Registered Investment…

See All Posts