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Retirement Plan Consulting

Company-sponsored retirement plans (401(k), 403(b), deferred compensation, etc.) are playing a more critical role than ever in employees' success in meeting their retirement goals. As an employer, you are now expected to do more with fewer resources and limited time. Adcock Financial Group provides retirement plan consulting and acts as an extension of your human resources department, enabling you to focus on creating a successful business.

Our Retirement Plan Consulting Team helps you stay abreast of the ever-changing legislative landscape and creates the proper fiduciary oversight that will help keep your company's retirement plan on a solid foundation of fiduciary principles. Because retirement plans are the core focus of our business, we support your business with a dedicated team of consultants and provide you the client experience you deserve.

Our team focuses on two key components that we feel are critical to managing a successful retirement plan: fiduciary oversight and employee education. Adcock Financial Group partners with your plan's trustees and acts as either a 3(21) co-fiduciary or a 3(38) fiduciary advisor.

Overview: Adcock Financial Group Retirement Plan Consulting

Feeling Disconnected? How to Reconnect to Your Retirement Plan

What We Offer: Corporate Retirement Services

We provide creative solutions in the following areas:

  • Participant education, advice and communication programs
  • Comprehensive investment due diligence process
  • Fee and cost transparency
  • Plan design
  • Fiduciary oversight
  • Legislative updates
  • RFP process

Request a complimentary fee and benchmarking analysis

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