Retirement Plan Consulting, Simplified.

We help businesses reduce costs, meet fiduciary responsibilities, and give employees the tools to retire confidently. Experience a smarter, simpler approach to retirement plan strategy.
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Our Solutions

Advo(k)ate Advisors partners with organizations across industries to simplify retirement plan complexity and support long-term outcomes. From plan design and fee benchmarking to fiduciary oversight and employee education, we deliver solutions that help employers lead with confidence and employees retire with confidence.
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Built for Complexity. Trusted Across Industries.

We support retirement plan sponsors in a range of sectors. Each comes with its own challenges, compliance pressures, and workforce goals. Whether you're managing rapid growth, balancing compliance risk, or restructuring plans post-M&A, we help you move forward with purpose.
public companies
Education & Medical Institutions
Private Businesses
Private Equity Firms
Nonprofits
public companies
Education & Medical Institutions
Private Businesses
Private Equity Firms
Nonprofits
public companies
Education & Medical Institutions
Private Businesses
Private Equity Firms
Nonprofits
public companies
Education & Medical Institutions
Private Businesses
Private Equity Firms
Nonprofits
public companies
Education & Medical Institutions
Private Businesses
Private Equity Firms
Nonprofits

Trusted Advisors. Proven Experience.

Our team has decades of experience in ERISA compliance, retirement plan consulting, and investment advisory services. Clients know us for clear guidance, responsive service, and a transparent approach.
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