Retirement Plan Investment Advisory

Solid fiduciary practices benefit both employees and plan fiduciaries. At REDW Wealth, our retirement plan advisory practice works with businesses, nonprofit organizations and tribal entities to ensure they have the best service alternatives and investment vehicles for their plans.

Our team of experienced retirement plan professionals offers three distinct advantages: our exclusive process identifying investment vehicles best suited to your particular plan; a fee-only structure; and our fiduciary education models and individualized education programs.

Fiduciary Assessments & Training

People in a position of trust, such as nonprofit board members or members of investment committees, increasingly want to know they’re practicing good fiscal management. REDW Wealth offers a fiduciary assessment that provides a third-party opinion about the investment and organizational process being followed, as well as methods for improving them.

Employee Engagement and Education

To increase participation, we engage and educate your employees on the benefits of your plan. This saves you time so that you can focus on running your business.

Corporate Financial Wellness & Education

Research shows that people with the necessary tools and resources to manage their personal finances are usually healthier, happier and more productive than individuals who are experiencing stress because of money worries. REDW Wealth can partner with you to tailor a financial wellness program that meets the unique needs of your organization. Empowering people to take charge of their money and attain financial security is a win-win for everyone.

We Can Help

Promote awareness and participation among your employees

Minimize your risk for plan fiduciaries

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