Finerty Retirement Team
WHAT WE BELIEVE
- We create enduring value for our retirement plan clients through a deeply instilled ethic of personal service.
- We can only maintain our position as an innovative leader in the community by offering retirement plan oversight of exceptional quality.
- We earn the right to work with employers each day by only acting in their best interests, their employees’ best interest and by dealing with others as we would have them deal with us.
WHO WE CAN HELP
Our services are the premier choice for retirement plan sponsors with $1,000,000 – $500,000,000 in assets and between 10 and 5,000 employees. While this a wide range, our team is structured to manage a variety of relationships, plan sizes and types.
HOW IT WORKS
Moneta’s independent structure as an RIA (Registered Investment Advisor) creates a fiduciary advisor relationship, allowing partnerships with our clients to be built on trust and transparency. Each plan sponsor typically works with 2-3 handpicked members of the team best suited to provide the personal, customized solutions for the plan’s specific goals.
WHO WE ARE
PLANADVISER ranked Moneta among the nation’s “Top 100 Retirement Plan Advisers” for the third consecutive year in 2019. This honor confirms that Moneta at the top of its peer group within the retirement plan advisory industry.
Our team works with a variety or record keepers including EPIC RPS, Fidelity, John Hancock, Empower, OneAmerica, Principal, Transamerica, Schwab and Wells Fargo. We match plan sponsors with the record keeper best suited to the plan sponsor’s goals and service needs. Our experience and knowledge of the retirement plan landscape is essential in this process.
With our combined experience of more than 70 years, our team manages all aspects of your retirement plan. This includes investment menu design, participant education, plan design consulting, administrative oversight, fiduciary services and training, and assistance with plan governance. Your Retirement Plan Advisor acts as an extension of your HR Department.
Both plan sponsor and participant outcomes are important to us and are measured to ensure that both groups are on track to meet their goals.
Our service team makes themselves available to participants for “no cost” calls on our dedicated phone line at 314-735-9100.
MEET THE TEAM
Luke Ferraro | Director of Investment Research To date, 2020 has been a unique year for the financial markets. A global pandemic and domestic social...
By Lauren Hunt, Moneta Advisor Restricted stock plans involve the transfer of corporate stock to compensate executives, but it contains some sort of...
Every year, the Internal Revenue Service (IRS) comes out with its list of “Dirty Dozen” tax scams. This year, several scams feature a connection to...
CONTACT US TO LEARN MORE
100 South Brentwood Blvd.
St. Louis, Missouri, 63105