Let's Talk
Who We Serve

Retirement Plans for Manufacturers

Standardized oversight for industrial company retirement plans across plants and shifts.
Let's TalkExplore Our Solutions

How We Help Manufacturers

We simplify retirement plan administration for manufacturers with large or multi-site workforces, focusing on cost efficiency and compliance. Our manufacturing 401(k) plans balance transparent fees, clear processes, and scalable education.
Your Operating Reality
Multiple locations, around-the-clock shifts, and a mix of hourly and salaried employees call for a plan that’s consistent, simple to operate, and easy to explain.

What Matters to Your Industry
  • Clear pricing and defined provider responsibilities
  • Eligibility and enrollment processes that keep pace with hiring
  • Investment oversight that follows the IPS
  • Shift-friendly education sessions and reminders
  • Documentation that’s easy to produce for audits and reviews

What You Can Expect

A steady review cadence with (k)lean Analysis™, fee benchmarking with documentation, ERISA 3(21) or 3(38) support, and participant education sized for shift work, all delivered in materials plant leaders can use.
Schedule a Call

A named relationship manager for HR and plant leadership

Investment monitoring and reviews per the IPS

Minutes and action items delivered promptly and stored in the Fiduciary Briefcase

A practical calendar for reviews, cost checks, and enrollment support

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.