Retirement Plans

Fears About The Journey:

  • I think I’m doing all these great things for my employees, and I find out that they don’t understand or appreciate it.
  • By offering this, I’m exposed to possible negative DOL, IRS, ERISA ramifications when all I was trying to do was help.
  • Fulfilling all my responsibilities is confusing and a time drain, just like Sudoku.

Cheers About The Journey:

  • The retirement plan is a tool where I can reward tenure and give my employees free money. Pretty sure they’ll like that.
  • I can help them save and incent them (via match) to put money in a retirement bucket that will more than likely become their biggest asset.
  • I can help them help themselves, which basically makes me a super hero.


You have a vested interest in helping your people better understand financial matters. We choose to invest in your journey because we see an opportunity to partner with awesome organizations and make a difference in employees’ lives.


Implementing a simple, yet comprehensive approach, we are transforming the marketplace.

We offer clients a complete retirement plan solution from BoardRoom to BreakRoom.


Click the wheel below to find out what our retirement plans entail.


investment-analysis plan-design employee-experience fiduciary-guidance provider-analysis
We work with your retirement plan committee to identify and monitor investment options that may be suitable for your participants.
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We work with plan sponsors to develop a plan design that meets your organization’s unique objectives.
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Our Breakroom experience coaches your employees toward identifying and implementing appropriate financial behaviors.
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We help plan sponsors navigate their fiduciary requirements and complete the appropriate action steps for compliance.
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We have the experience and tools to confirm your plan’s service providers are delivering the highest quality products and services at the most competitive total plan cost.
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Two West | 10975 Benson Drive, Suite 560 | Overland Park, KS 66210 | Phone: 913-825-1722