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Employer and Plan
Sponsor Resources

Fragasso has a team dedicated to working with businesses, organizations, foundations, and trade groups, to provide defined contribution, defined benefit, endowment and non-qualified strategies to help build and maintain effective retirement programs. Our dynamic approach includes a centralized portfolio management team, a coordinated investment strategy with one point of contact.

Our Total Plan Management Approach

Our Retirement Plan Advisors staff has the knowledge and experience needed to guide our retirement plan clients toward their strategic goals. Our role is to ensure you are able to focus your efforts on running your business, rather than fielding questions from employees on how to invest and worrying whether your company’s plan is structured properly.

Plan Design Consulting

Professional advice and guidance across plan design and implementation that addresses both qualified and non-qualified programs.

Plan Expense Analysis

Periodic reviews are conducted to ensure investment related fees, compensation and plan expenses are fair and reasonable for the service levels provided.

Investment Selection and Review

Experience total flexibility to choose and monitor investments with unbiased recommendations to enable sound choices.

Participant Education

We will lead the development and implementation of an ongoing education strategy tailored to address your plan objectives and employee needs.

Investment Selection and Review

We adhere to fiduciary standard of care that requires us to act in your best interest at all times. A continuous review process evaluates risk and establishes a procedural framework to monitor your organization’s effectiveness in meeting its fiduciary responsibilities.

Does Your Plan Check Out?

Here are five questions that should help you determine whether your organization’s current retirement plan structure is the right fit for your strategic goals.

  1. Is the design of your plan aligned with established goals?
  2. Have you benchmarked your retirement plan fees?
  3. Do you have continual investment review?
  4. Do you have ongoing, engaging employee retirement plan education?
  5. Do you have a fiduciary in place for your retirement plan?

If you are unsure of the answers to any of these questions, contact us today.

Case Studies

Executive Financial Planning & Employee Financial Education

Let Fragasso help by providing the missing piece of your fringe benefit offerings – the empowerment of your company’s managers and employees to take charge of their unique life goals, personal and retirement plan assets, risk management and estate planning so they can focus on the goals of your company.

Learn More About Our Corporate Offerings

Employer and Plan Sponsor Resource Archive

View our full Employer and Plan Sponsor Resource Archive!

Advisors Who Know Retirement Plans

Our Retirement Plan Advisors staff has the knowledge and experience needed to guide our retirement plan clients toward their strategic goals. Our role is to ensure you are able to focus your efforts on running your business, rather than fielding questions from employees on how to invest and worrying whether your company’s plan is structured properly.

Experience our total plan management approach!

Whether you are thinking about adopting a retirement plan for your company or realize that a closer look at your current plan is prudent, Fragasso Retirement Plan Advisors can help. We can assess your situation and objectively advise you on how to meet your organizations goals and objectives at no cost or obligation.

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