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Who We Serve

How We Help Retail Businesses

We help design retail industry retirement plans and support hourly employee 401(k) plans with clear processes, predictable costs, and simple education.
Let's TalkExplore Our Solutions

How We Help Retail Businesses

We provide fiduciary consulting and retirement plan support for retail businesses facing regulatory complexity, market scrutiny, and evolving compliance obligations. Our 401(k) consulting for corporations delivers review-ready materials, cost control, and clear participant guidance.
Your Operating Reality
Multi-site operations, seasonal hiring, and a large hourly workforce call for consistency, straightforward enrollment, and communication that works on the go.
What Matters to Your Industry
  • Transparent pricing and defined provider roles
  • Eligibility and enrollment that keep pace with hiring
  • Investment oversight aligned with the IPS
  • Short, mobile-friendly education sessions and reminders
  • Documentation that’s easy to produce for audits and reviews

What You Can Expect

A steady review cadence, fee benchmarking with documentation, ERISA 3(21) or 3(38) support, and education sized for shifts and store schedules, delivered in materials managers can use.
Schedule a Call

A single point of contact for HR and field leadership

Ongoing investment monitoring and documentation in accordance with the IPS

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

One calendar for reviews, pricing checks, and enrollment windows

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.