empowering plan sponsors and their participants.

WE PROTECT YOUR ORGANIZATION AND KEEP PARTICIPANTS ON TRACK

Our organization’s job is to protect yours. Let us focus on the complexities of ever-changing laws, regulations and markets—so you can focus on your day job. Our decades of experience with qualified and non-qualified plans can be your advantage in saving both time and money, while also helping your participants succeed.

OUR ALL-INCLUSIVE APPROACH

Investment Fiduciary

l

Plan Design Consulting

Employee Education

Z

Record-keeper Oversight

investment fiduciary

Your Moneta Retirement Planning team acts as your fiduciary. We fully take on the liability of managing your company’s savings program. Our retirement team is a fee-only provider, coming in below market averages, according to the benchmarking guide, the “401k Averages Book” from 2018.   

We offer advisory services for 3(21) and 3(38), which also include protection at no additional cost for 3(38).  

plan design consulting

Plan design is just the beginning of our services for Plan Sponsors. We continually monitor the plan against market performance and compliance updates, sharing options with our clients.

We bring proactive ideas to help meet your plan’s goals and objectives to help you:

  • Maximize participant contributions
  • Minimize owner taxation

employee education

At Moneta, we are also business owners. We understand how important it is to you for plan participants to know what they need to save, how to accumulate the money and understanding their investment options. We do that for you. We provide proactive, in-person education that enhances participant retirement outcomes.

Our team leads yours in:

  • Managing investment behaviors
  • Promoting smart savings habits
  • Delivering financial literacy and retirement dignity

record-keeper oversight

 Our experts advocate for you by providing:

  • Fee and service benchmarking
  • A “second set of eyes” reviewing compliance testing
  • Fiduciary file management

BENCHMARK YOUR PLAN

We understand Plan Sponsors’ needs. We are all-inclusive and transparent.
We know straight talk is not common in the industry and that’s why we’re committed to it.
Find out how your plan stacks up. 

CONTACT US TO LEARN MORE

    Call 

    720-315-6763

    Visit 

    200 Columbine Street, Suite 220
    Denver CO 80206

    Follow