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Who We Serve

Retirement Plans for Professional Services

Purpose-built retirement solutions for law, accounting, and consulting firms that deliver scalable retirement benefits.
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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.
Schedule a Call

A single point of contact for HR and firm leadership

Investment monitoring and reporting conducted in alignment with the IPS

Meeting minutes and a concise action list stored in the Fiduciary Briefcase

A calendar for reviews, pricing 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

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