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    Who We Serve

    Our Partners in Building Better Retirement Plans

    Advo(k)ate partners with employers across industries and company sizes to design and manage effective retirement plans. From professional services firms to manufacturers and nonprofits, we tailor every plan to your organization’s goals and your employees’ needs—no matter your sector.
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    We Serve a Diverse Range of Industries

    Publicly Held Businesses

    We provide fiduciary consulting and retirement plan support for publicly traded companies facing regulatory complexity, market scrutiny, and evolving compliance obligations. Our expertise in retirement plans for public companies delivers 401(k) consulting for corporations that need board-ready documentation and cost control.

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    Privately Held Businesses

    We partner with private employers to address costs, compliance, and employee engagement, delivering retirement plan consulting that combines lean fees with practical, hands-on support.

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    Nonprofits

    With deep experience in nonprofit retirement plans, we help mission-driven organizations align plan performance with tight budgets and diverse stakeholder needs. Our nonprofit retirement plan services cover compliance and consulting for single or multi-plan structures.

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    Education Institutions

    We understand the nuances of 403(b) and 457 plans and the unique needs of academic institutions. Our plan consulting supports higher education and K-12 organizations with retirement programs designed for faculty and staff schedules, governance, and long-term employment structures.

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    Medical

    Hospitals and healthcare systems face unique staffing models and plan complexities. We support governance, education, and plan optimization. Specialized retirement plans for medical practices include physician retirement plan consulting that aligns with complex compensation formulas.

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    Manufacturing

    We design manufacturing 401(k) plans and industrial company retirement programs that prioritize employee education, improve participation, and keep compliance simple across large or multi-site operations.

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    Professional Services

    For firms in law, accounting, and consulting, we design retirement plans that account for partner structures, turnover risk, and high compensation models. These retirement solutions for law and CPA firms deliver retirement benefits that recruit and retain top talent.

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    Retail

    Retail organizations benefit from our expertise in building scalable retirement plans that streamline administration while balancing flexibility and efficiency. We support companies with large, diverse workforces by simplifying plan oversight and maintaining consistency across every location.

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    Private Equity Firms

    Our PE retirement plan consulting services support both the firm and its portfolio companies, from diligence through post-close integration. That includes 401(k) oversight that keeps every deal on schedule.

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  • NAPA Top DC Advisor Teams

    The NAPA Top DC Advisor Teams list issued on March 18, 2025 for the 2025 year highlights retirement plan advisor firms that are in a single physical location, and have at least $100 million in DC assets under advisement.  The list is based on self-reported assets under advisement as of December 3, 2024. 433 teams were selected. No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

    NAPA Top Women of Excellence- MVP

    NAPA Top Women of Excellence – MVP award issued by National Association of Plan Advisors (NAPA) on October 20, 2025 for the 2025 Year was awarded to non-producing (possibly) licensed relationship managers primarily focused on managing relationships and the retention of clients.  The financial professional applied for the recognition.  Criteria used to determine the winner(s) includes information provided on a series of quantitative and qualitative questions on their experience and practice, as well as accomplishments, contributions to the industry, state of workplace retirement plans and the ways in which they give back.  Numerous people were considered for this honor and 110 were selected in the MVP category.  No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

    PLANADVISER Top Retirement Plan Advisers

    The PLANADVISER Top Retirement Plan Advisers listing issued on March 21, 2025 for the 2025 year recognizes the top retirement plan advisers in the industry based on quantitative measures. Criteria to be listed requires advisers to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Numerous people were considered for this honor and 267 were selected. No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.