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Fragasso’s Retirement Plan Advisors work 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 and a coordinated investment strategy with one point of contact.

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Our Total Plan Management Approach

Our Retirement Plan Advisors have the knowledge and experience needed to guide you and your organization toward your strategic goals. Our role is to ensure you can 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 iconPlan Design Consulting

We provide professional advice and guidance across plan design and implementation that addresses both qualified and non-qualified programs.

plan expense iconPlan 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 iconInvestment Selection and Review

Our clients experience total flexibility to choose and monitor investments with unbiased recommendations to enable sound choices.

Participant Education IconParticipant Education

Fragasso leads the development and implementation of an ongoing education strategy tailored to address plan objectives and the needs of your workforce.

fiduciary partner iconFiduciary Partner

We adhere to fiduciary standard of care that always requires us to act in your best interest. 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.

  • Is the design of your plan aligned with established goals?
  • Have you benchmarked your retirement plan fees?
  • Do you have continual investment review?
  • Do you provide ongoing, engaging employee retirement plan education?
  • 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.

Meeting our Retirement Plan Team

Photo of Daniel Tatomir
Daniel Tatomir, AIF®
Vice President, Manager of Retirement Plan Advisors

Leigh Fleming Headshot
Leigh Fleming, FPQP
Retirement Plan Account Specialist

Serhiy Zayats headshot
Serhiy Zayats
Investment Analyst

Yvette Dirani Headshot
Yvette Dirani
Administrative Specialist

Looking for the right retirement plan for your business? We can help.

Whether you’re just starting out or an owner with hundreds of employees, we can design a plan to meet your goals and grow your business.

Let’s Talk