The Retirement Readiness Institute

The Retirement Readiness Institute, a fiduciary at the highest level, brings flat fee compensation arrangements, and the transfer of plan sponsor fiduciary liability which have both benefited large plans for years, to the under $25MM plan market. In short, we do the fiduciary heavy lifting for you.

Our fees are initially established using the industry’s leading bench-marking platform and will remain the same throughout the year rather than increasing each quarter with contributions and market appreciation. During our annual review we will let you determine if we are entitled to a raise.

Improving participant retirement outcomes is our primary goal. We work one-on-one with your employees,relieving many of the pressures they feel about their money each and every day. We show participants how they can save more for retirement, providing a game plan for where the savings into their 401(k) will come from.