Who We Serve
Retirement Plans for Professional Services
Purpose-built retirement solutions for law, accounting, and consulting firms that deliver scalable retirement benefits.
How We Help Professional Services Firms
We create retirement solutions for professional services firms that support partners and staff, integrating complex pay models, retention strategies, and practical, easy-to-understand communication for every level of the firm.
Your Operating Reality
Partnership economics, variable compensation, and recruiting pressure call for a plan that is simple to manage, fair to partners, and clear to staff.
What Matters to Your Industry
- Understandable plan design and transparent costs
- Clear roles across advisor, recordkeeper, and TPA
- Plan design that supports retention and succession
- IPS-aligned oversight with documented decisions
What You Can Expect
We set a steady review cadence, monitor investments against the IPS, benchmark, and negotiate fees and align plan features with firm goals. Materials are concise and ready for partner meetings.