Retirement Plan Advisory Services

We help your employees retire successfully. We work with businesses and nonprofit organizations to design and implement a high-quality retirement plan customized for your firm.

Retirement Plan Services

Fiduciary Governance

We serve as an ERISA Fiduciary Advisor to support the plan committee to mitigate liability.

Plan Design Consulting

We evaluate your plan and provide comprehensive analysis on plan fees, investment selections, comparison to other plans.

 

Investment Oversight

We utilize a rigorous search and selection process to help you choose your plan’s investment options and provide regular performance reporting.

Employee Engagement & Education

To increase participation we engage and educate your employees on the benefits of your plan to increase participation.

Boston Private helps businesses and nonprofit organizations:

  • Minimize risk and meet regulatory obligations for plan fiduciaries
  • Create a customized, written Investment Policy Statement
  • Manage overall plan costs
  • Ensure that the plan is competitive
  • Select and monitor investments appropriate for your plan
  • Promote awareness and participation among employees
  • Save time so that you can focus on running your firm

Want to learn more?

You have complex financial needs, so we’ve built a dedicated team of professionals who are experts in the retirement planning discipline.

Request a Consultation

Talk to a Retirement Plan Advisory Professional

 

Brian Lopez
Brian Lopez AIF®, CPFA Managing Director Senior Business Development Officer
Ryan Joyce
Ryan Joyce AIF®, CPFA Assistant Director Retirement Plan Advisor

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