Retirement Plan Consulting

We work with a variety of organizations, public and private, with a range of sizes and plan types. They all share one particular sentiment: they value their employees and want to see them able to retire on time.

That’s why they choose to work with Atlanta Retirement Partners. We help our clients, large or small, public or private, to try to make the plan the best it can be so that participants can work towards the retirement they envision.

The retirement plan you offer is a powerful benefit and tremendous responsibility, we provide superior support in 5 key areas:

Fiduciary Training

As your retirement plan partner, we provide fiduciary training and help you implement a prudent process for managing your responsibilities as a plan fiduciary.

Investment Strategy

We can help you build an investment strategy that fits the unique objectives of your company and your employees. An appropriate investment strategy starts with the development of an Investment Policy Statement (IPS) which will serve as a road map for selecting and monitoring plan investments.

Vendor Benchmarking

In order to keep your plan running smoothly, you rely on the support of service providers. However, not all providers are created equal. We help our clients evaluate their current service providers, the tools and technology they offer, and the value they bring.

Plan Design Consulting

There’s no one-size-fits-all solution for retirement plans. We take an active role in plan design to help you develop a benefit plan that’s right for you, your company, and your employees.

Participant Outcomes

We strive to provide financial education that helps your employees feel confident about their savings goals and, ultimately, their retirement futures.