empowering plan sponsors and their participants.

WE HELP PROTECT YOUR ORGANIZATION
AND KEEP PARTICIPANTS ON TRACK

Our organization’s job is to help 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

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Plan Design Consulting

Employee Education

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Record-keeper Oversight

investment fiduciary

Your Moneta Retirement Planning team acts as your fiduciary by fully taking on the liability of managing your company’s savings program from an investment standpoint when we serve as your ERISA §3(38) investment manager. 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 can serve as either your ERISA §3(21) investment advisor as your co-fiduciary or as a §3(38) fiduciary investment manager, depending on which is right for your Plan. Regardless, the cost is the same.

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 the participant retirement experience.

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

Meet the Expert Nicholas Kroeger

With 15+ years of experience in all types of group retirement plans, Nicholas’ expertise will help you understand first your current plan’s advantages and disadvantages, and if there’s a plan design that could work harder for you and your participants.

Previously, Nicholas spent 14 years assisting plan sponsors and financial advisors with their retirement plan clients in the Rocky Mountain Region. He spent extensive time working through the many unique challenges that come with all types of retirement plans for businesses large and small.

Nicholas and his wife live with their son in the Sloan’s Lake neighborhood in Denver. They are active in the local community, supporting the Delores Project, The Wild Animal Sanctuary, World Vision, Wartburg West and Heifer International. They also enjoy the many outstanding live music venues in the area and spend as much time in the mountains as they can.

CONTACT US

For a Complimentary Plan Review

Email

    Call

    720-315-6763