Retirement Plan Consulting & Fiduciary Support
Serving as a plan sponsor involves ongoing oversight and fiduciary responsibility. As plans evolve, organizations are often navigating changing regulations, growing participation, and decisions made by committee.
Resolute Wealth Advisor works with plan sponsors to provide retirement plan consulting and fiduciary support, including assistance with oversight practices and documentation.
An initial discussion to understand your organization and retirement plan needs.
What Responsibility Means for Plan Sponsors
Employer-sponsored retirement plans are a core employee benefit and carry formal obligations for those who oversee them. Over time, plan sponsors may need to address:
- Investment oversight for a diverse participant base
- Ongoing evaluation of plan design, providers, and costs
- Documentation and committee decision-making practices
Having an experienced advisor involved can support informed review, continuity, and thoughtful decision-making as circumstances change.
How Resolute Supports Plan Sponsors
Resolute serves as an ongoing resource for organizations seeking practical, disciplined retirement plan support. Our work commonly includes:
- Supporting plan sponsors in understanding fiduciary roles and responsibilities
- Assisting with investment review and due diligence processes
- Providing participant education resources
- Offering periodic plan reviews and evaluations
Our focus is on helping organizations operate within a clear framework, rather than reacting to short-term market or regulatory changes.
A Disciplined Oversight Process
Areas of Focus
Retirement Plan Services
Fiduciary & Governance Support
For organizations whose leadership team also faces personal financial complexity, see our approach to comprehensive financial planning for individuals and families.