Services for Institutions

We offer high-touch service, results-based participant education, and unbiased advice – all honed through decades of experience for qualified and non-qualified plans.

Group Retirement Plans

Moneta goes further for you – and your participants. We offer high-touch service, results-based participant education, and unbiased advisory services – 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.

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.

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 help guide plan sponsors in their decision making process, documentation and other fiduciary responsibilities.


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.


Our financial advisors help manage expenses for vendor services and provide fee benchmarking and fee analysis.


Custom-design plans to meet the unique objectives of all plan participants, including the unique challenges that face owners and senior leaders.

Moneta provides high-touch service, open architecture, and unbiased, conflict-free financial advice for your institution’s needs. We work with managing committees to apply a rigorous and time-tested investment process and philosophy to help your organization meet its goals. As your fiduciary, we work with you collaboratively to:

  • Develop a formal, written due diligence process and prepare quarterly reports documenting this process.
    • Assist with the documentation and maintenance of the committee’s investment policy statements and objectives for each fund.
  • Monitor existing investments and make recommendations for changes, as necessary and appropriate.
  • Educate on investment strategy and best practices, as needed.
  • Act as your advocate with third-party vendor relationships.