Retirement Plan Advisory

Attract, retain, and reward those you depend on.

Provide greater security for your employees and your organization.

 

Offer a best-in-class retirement plan that helps you attract and retain valuable employees, while helping them build toward a more secure future.

When it comes to attracting and retaining talent, offering a great retirement plan with access to expert financial professionals can give your organization a real advantage. It can also improve employee engagement, productivity, and morale. But administering a robust plan can be complex and time-consuming. We can help.

At Brockenbrough, we focus on helping high-performance organizations deliver high-performing retirement plans. 

Trust our knowledgeable team to partner with you to implement a retirement plan solution that’s aligned with the needs of your organization and employees, to provide ongoing education and guidance to your participants, and to help you meet your fiduciary and ERISA fiduciary and compliance obligations as a plan sponsor. 

We understand how important your people are and how seriously you take your commitments to them. Our goal is to help your employees achieve their retirement dreams, while helping you make the most of your most valuable asset—your people.


43%

43% of plan sponsors have not analyzed workforce demographics at all, or only to a limited extent.* By doing so, plan sponsors can gain important insights to better tailor advice, education and other employee resources.

*Source: 2018 TIAA Plan Sponsor Retirement Survey, June 2018

Who We Serve

A partner every kind of organization can count on.

 

We work with institutions, nonprofits, and a wide range of companies. We serve 401(k), 403(b), cash balance pension, deferred compensation plan, and multiple employer plans sponsors seeking investment management or discretionary services.

  • For-profit and nonprofit institutions
  • 401(k) plans
  • 403(b) plans
  • Cash balance pension plans
  • Deferred compensation plans
  • Multiple employer plans

Our Difference

A modern approach to retirement plan design.

Industry expertise and experience

Customized plan solutions

Independent and unbiased

Complete transparency

Our Difference

A modern approach to retirement plan design.

Our advisory team focuses on maximizing value for employers and employees alike.

Industry expertise and experience

Our team is led by Certified Financial Planners (CFP®s) and Chartered Financial Analysts (CFAs) who bring more than four decades of collective experience and are supported by our entire firm. We understand the nuances of taxable and tax-exempt entities and tailor our services accordingly.

Customized plan solutions

Every organization has different objectives and demographics, just as every employee has different financial goals, timelines, and risk tolerances. We draw from a wide range of investment opportunities, asset classes, and vehicles to deliver custom plan solutions and personalized guidance for each participant.

Independent and unbiased

As an independent firm, we are able to mitigate, if not eliminate, any potential conflict. As a fiduciary, we will act solely in the best interests of your company’s plan and investment committee. Unlike many other firms, we do not have a corporate initiative in seeking to cross-sell or push additional products on your participants.

Complete transparency

Our team is committed to completely open and transparent communication. This helps us ensure that our clients fully understand the value we provide and it better positions them to fulfill their fiduciary obligations. 

Our Services

Trust us to run your retirement plan, while you run your organization.

Brockenbrough provides comprehensive retirement plan advisory services, from initial plan design to ongoing administration and fiduciary support. We can serve as your ERISA §3(21) co-fiduciary or ERISA §3(38) fiduciary investment manager, assuming some or all of the responsibility for selecting and monitoring your plan’s investments.

Plan Design & Investment Selection

We use a rigorous quantitative and qualitative approach to design a custom solution built around your organization's unique needs.

Plan Administration & Fiduciary Oversight

We can help free you from the burdens and risks associated with ongoing plan administration and compliance, so you can focus on your business.

Employee Experience

Financially confident employees are more productive and loyal. We’ll work closely with you to educate your plan participants and improve their overall retirement readiness.

"Employers have an incredible opportunity to enhance their retirement plans to better meet their employees' needs while differentiating themselves as a true employer of choice."

Matt Hedley, CFP®
Director, Lead Consultant Retirement Plan Advisory