Broker Check

Retirement Plans for Businesses
& Non-Profit Organizations

Strategic & Operations Support Partner

Employer-sponsored retirement plans have numerous benefits... From attracting and retaining employees to tax benefits for owners.

Having us analyze your plan and work with you to help optimize your Retirement Plan design now, and ongoing, can make a difference in your bottom line. 

However, there are several layers to coordinate. As a business owner or other fiduciary on the retirement plan, you need to be specifically mindful of ensuring the smooth and compliant operation of your plan

By doing both of these items, you can optimize the benefits you and your employees receive while fulfilling your fiduciary responsibilities.

Fiduciary Support System

RockWay Wealth Partners is highly focused on helping you with your fiduciary responsibilities and liability. We’ve made it a top priority throughout our entire client service model.

As our client, you will save time, effort, and stress knowing that you have industry best practices working for you. 

What does this industry best practice support mean for you?

  • Independent Fiduciary monitoring of the plan’s investment lineup

  • Independent analysis and fiduciary benchmarking of your plan’s fees and services, their value, along with other plan metrics

  • Streamlined process for requesting proposals from alternate providers

  • Fiduciary Education and Resources

Plan Types

Defined Contribution - 401(k), 403(b), Profit Sharing, ESOP, etc.

Defined Benefit - Pension and Cash Balance Plans

Group / Multiple / Pooled Employer Plans & Programs

Self-Employed & Small Business Plans - SEP & SIMPLE IRA Plans

Plan Services

Plan Design Analysis & Consulting

Plan Service Providers/Vendors – Coordination and Management

Fiduciary Roles and Liability Consulting and Support

Employee Education on Retirement Plan(s)/Benefits & Investments, AND optional investment management of employee's account

Employee Enrollment Support

Retirement Plan Investment Consulting

Non-Qualified Plan Consulting

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