Your Pathway to Financial Freedom in Retirement
Ensuring financial stability for employees while
maintaining the confidence of retirement plan sponsors.
Trusted Knowledge for Your Retirement Planning Journey
The responsibility of managing a retirement plan is no small task. With so many factors to balance, we offer the insights and solutions to guide you toward better plan outcomes.
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With more than 80 years of combined financial services experience, Empire Retirement Plans brings expertise from both sides of the industry – as providers and advisors.
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We provide retirement plan advisory services across all plan types – 401(k), 403(b), 457 – and various industries. Our offerings also include consulting solutions and RFP services.
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As an independent firm, we maintain strong relationships with multiple providers. Recognizing that every plan is unique, we are committed to delivering solutions tailored to meet the specific needs of our clients.
Fiduciary Support
Prudent decision-making starts with a proactive approach. Our team works to define committee roles and create a clear roadmap for successful implementation.
Plan Design Solutions
Every retirement plan is unique. We offer creative and strategic design solutions to enhance participation and contribution rates, ensuring your plan aligns with your goals.
Comprehensive Fee Review
Understanding plan fees is crucial. From investment to provider fees, we provide a detailed and transparent analysis to give you a complete picture of your costs.
Investment Selection
Assessing the suitability of your plan’s investment options is key. Our thorough due diligence process evaluates performance, diversification, fees, and target-date series, among other factors.
Compliance & Operations
A disciplined approach to plan management is essential. We guide you in maintaining compliance with ERISA guidelines and perform a comprehensive review of your plan document.
Participant Engagement
Empowering employees with the knowledge to make informed retirement decisions is vital. Our team is dedicated to supporting your employees throughout their retirement journey.
