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
Customization
Custom-design plans to meet the unique objectives of all plan participants, including the unique challenges that face owners and senior leaders
Savings
Manage expenses for vendor services, and provide fee benchmarking and fee analysis
Selection
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.
Recent Articles
June 28, 2018
Moneta Named to Financial Times Top 300 RIA List for 5th Year
ST. LOUIS—JUNE 28, 2018—St. Louis-based Moneta is pleased to announce it has been named to the 2018 edition of the…
June 25, 2018
Announcing the Launch of Our New Brand
ST. LOUIS, MO—Today, Moneta Group, a St. Louis-based wealth management firm, announced the launch of a new corporate brand identity,…
May 16, 2018
[Investment Monthly] Looking Beyond the Sideways Market
Download the PDF here The U.S. stock market, as measured by the S&P 500 Index, has been mired in a…