Retirement Plan Sponsors
A Stronger Retirement Plan Starts Here
Managing an employer-sponsored retirement plan comes with important responsibilities. We partner with businesses and organizations to design, manage, and monitor retirement plans that help support your organization, your employees, and your long-term objectives.
Our Approach
Retirement plan services built around your organization.
Every retirement plan has unique goals, challenges, and responsibilities.
Our team partners with plan sponsors, trustees, and committees to provide objective guidance, investment oversight, and fiduciary support tailored to your organization's needs.
With one dedicated point of contact and the backing of our in-house investment professionals, we help simplify plan management while supporting your strategic goals.
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What Makes Fragasso's Retirement Plan Advisors Different?
Learn more about our dedicated team approach to helping businesses and organizations create, design, and administer their retirement plans.
Your Partner in Plan Management
Explore the services that help support your plan, your employees, and your fiduciary responsibilities.
3 Minute Quiz
Boost Your Employee Retention and Benefit Offerings
If retaining and attracting top talent is part of your company's key priorities, a competitive retirement savings plan can improve your culture and overall performance.
Design & Strategy
Develop or refine a retirement plan that aligns with your organization's objectives while supporting the needs of your workforce.
Fee Benchmarking & Reviews
Review investment expenses, service provider fees, and overall plan costs to help ensure they remain reasonable and competitive.
Fiduciary Guidance
Receive ongoing fiduciary support, investment oversight, and objective recommendations to help you fulfill your responsibilities with confidence.
Retirement Readiness
Provide employees with enrollment support, retirement savings education, and ongoing resources that encourage informed investment decisions and greater retirement readiness.
Dedicated Professionals
Meet Our Retirement Plan Team
Frequently Asked Questions
Learn more about how our retirement plan advisors support businesses, organizations, and retirement plan participants.
We work with businesses, nonprofits, foundations, and other organizations to provide guidance for employer-sponsored retirement plans, including defined contribution, defined benefit, non-qualified, and endowment strategies. Our retirement plan advisors also support organizations seeking experienced 401(k) plan advisors to help oversee and strengthen their workplace retirement plans.
Support your employees with confidence.
Whether you're reviewing your current retirement plan or evaluating a new solution, our team is here to help you make informed decisions for your organization and your employees.