Retirement Plan Consulting

Offering retirement benefits shouldn’t be a burden. We're here to help.

Retirement Plan Consulting

The retirement plan landscape continues to evolve, and plan sponsors must navigate the complex laws that were built to protect your employees, while keeping up with emerging best practices and increased litigation.

Your Goals
Our Experience
A Completed retirement Maze


Service Summary



BluePrint Wealth Alliance has served as investment advisers and fiduciary consultants to retirement plans, including 401(k), 403(b), and other defined contribution plans. We can serve in an ERISA 3(21) or 3(38) capacity.

We are committed to helping your small business drive successful participant outcomes while serving as an independent extension of your internal team. We help you fulfill your fiduciary responsibilities and provide investment advice that is:

Knowledgeable

Our process includes creating and implementing well-documented protocols for sound governance and investment monitoring. Our advisors help you optimize your investment menu for the demographic profile of your workers, manage service providers, and ensure that fees are reasonable. These critical steps will help your employees and their beneficiaries and lower your company’s fiduciary risk.

Independent

Our revenues come from providing objective advice to our clients on a 100% fee-only basis. Unencumbered by any allegiances to a parent company or to third parties, we can offer non-conflicted assessments of the value your plan receives for fees charged by providers and investment managers.

Focused

BluePrint’s advisors provide the perspective and commitment to serve your plan and participants. Ultimately, we believe that your employees are far more likely to reach their retirement goals if your plan takes advantage of purposeful plan design features that help:

  • Get employees to participate
  • Ensure they are saving enough
  • Ensure they are properly invested

Is your Financial Plan "Four Walls" Strong?

Your goals are unique. Your financial plan should be too.