retirement plan consulting services

Creating a retirement plan that works for all involved

retirement plan consulting services

Creating a retirement plan that works for all involved

Each of us has our own view of what retirement looks like—and that view can change frequently throughout your career and your lifetime.

Offering a competitive retirement plan for your business and/or employees can be a game-changer in terms of employee recruitment and retention. The retirement plan landscape is always evolving, so Ridgeline continually surveys that landscape to ensure that your retirement plan makes sense for you, your business, and your employees.

 

Our non-fiduciary services include:

  • Vendor searches
  • Assistance with the design of Defined Contribution and Defined Benefit plans
  • Preparation and review of investment policy statements
  • Coordinating plan transition
  • Educating participants on the plan and communicating with them periodically
  • Providing financial wellness strategies for participants

 

We help plan sponsors manage risk through a suite of fiduciary services including:

  • Investment selection, review, and monitoring
  • Investment oversight including reporting, investment structure and monitoring
  • Investment recommendations
  • Assistance with plan design and enhancements
  • Identifying Qualified Default Investment Alternative (QDIA) recommendations as appropriate

 

financial planning

No matter where you are in your financial planning journey, we’ll help develop a plan especially for you.

financial planning

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tax planning

Our 360° approach to taxes leaves no stone unturned, giving you a better strategy for a better outcome.

tax planning

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insurance

From Disability Income Insurance, to Life Insurance and Long Term Care Insurance, we’ve got you covered.

insurance

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want to talk?

We provide customized programs designed to help our clients pursue their unique financial goals. It starts with sitting down to discuss your specific needs. Send us a message or give us a call to get started.

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