Let's Talk
Who We Serve

Retirement Plans for Private Equity Firms

Deal-ready governance, fee control, and transition support across entities.
Let's TalkExplore Our Solutions

How We Help Private Equity Firms 

We partner with private equity firms to manage retirement plan oversight across their companies to ensure consistency, compliance, and clear documentation during every transition.
Your Operating Reality
Compressed deal calendars, multiple providers, and varied plan designs across portfolio companies call for a standard playbook that minimizes disruption and keeps compliance on track.
What Matters to Your Industry
  • Diligence that surfaces plan risks early
  • A clear day-one approach with minimal blackout exposure through planned transitions
  • Consistent fees and service terms across entities
  • Oversight and reporting that scale as the portfolio changes

What You Can Expect

Pre-close reviews that highlight red flags, a standardized review cadence ((k)lean Analysis™) for each company, fee benchmarking with negotiation, and participant communications that keep teams informed during transitions.
Schedule a Call

A named relationship manager aligned with HR, Legal, and Finance

Meeting Minutes and documentation to support decisions and changes

A schedule for reviews, pricing checks, and education across the portfolio

Help private equity leaders make informed decisions amid rapid organizational change

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

Advo(k)ate Advisors received the 2026 PLANADVISER Top Retirement Plan Adviser recognition. The adviser did not pay a fee to be considered.