Retirement plan consulting services
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
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
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.
September 21, 2018
Moneta Ranked #4 Nationally by Barron’s
SEPTEMBER 2018—Moneta is proud to announce their recognition of being in the top five independent Registered Investment Advisors (RIA) in…
September 19, 2018
[Investment Monthly] ARE EMERGING MARKETS WORTH THE RISK?
Download the PDF Here While many investors are satisfied with domestic equity markets given year-to-date returns, emerging markets (EMs) have…
August 20, 2018
[Investment Monthly] IS THE YIELD CURVE TRYING TO TELL US SOMETHING?
Download the PDF here One of the things that financial professionals have watched closely this year is the shape of…