Your Chief Retirement Officer

Retirement Impact stands on a simple promise – to empower companies to plan and build better retirement opportunities for every employee. We’ve made it our mission to ensure everyone, from employers to employees, have access to the support and management they need to make planning a little easier. It’s not just another retirement solution; it’s IMPACT. Welcome to Retirement Impact, where companies go for results that make a difference.

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Our Mission

“To empower companies to plan and build better retirement opportunities for every employee.”

We empower organizations to provide their employee’s the best opportunity to retire successfully.  We do this by implementing best practices in the areas of Investment Management, Fee Benchmarking, Education and Compliance while focusing on your participants as mandated by ERISA. 

What we do

Running a company takes a lot of time, effort, and resources, and effectively managing a company 401k plan can take a lot of valuable time away from everyday operations. Many companies rely on the basic oversight of legacy retirement plans that are poorly designed, inefficient, and costly. And while building a proper retirement solution for employees is a goal most companies strive for; the reality is those plans need constant monitoring and routine evaluation to ensure compliance and long-term success for all participants.

As 401k & 403b plan advisors, we’ve created a comprehensive retirement support package that helps businesses manage their plans, oversee investments, and ensure compliance while equipping employees and participants with the financial education and resources they need to plan for and enjoy a successful retirement.

Take the Impact Assessment

Do you want to know how your retirement plan process stacks up?  Take our beginning  assessment to receive a report on your governance procedures.  This short self-assessment will identify areas for improvement or give you a sense of relief that your process is complete. At the end of the assessment you can print a copy for your records.  

We do not ask for personal information for your assessment. 

From The Blog

Our Areas of Impact

Compliance Support

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Our services adhere to ERISA standards of fiduciary care and industry best practices towards reducing liability and ensuring that you are documenting your decision-making process in the event you are audited or sued.

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Fees & Investments

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Utilizing industry standard third-party resources and investment analytics our process benchmarks your plan's services, fees and investments against similar plans to help ensure that your plan consistently receives high value for the fees that you are paying.
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We focus on participant outcomes as a barometer for our success. Our approach measures participant success and strives to produce outcomes that allow your employees to retire on time and with dignity.

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