Retirement Plan Advisory
Make Your Retirement Plan a Business Advantage
Safeguard Your Business Through Fiduciary Protection
We have a fiduciary duty to act in your best interest. As an ERISA 3(38) investment manager, we reduce your liability and provide an extra layer of legal protection by taking on investment selection, monitoring, and replacement within your retirement plan.
Receive Robust Plan Sponsor Support
With OpenPlan® as your partner, you’ll spend less time managing your plan, monitoring your partners, and meeting your fiduciary responsibilities. We collaborate closely with you to craft a customized retirement plan solution that delivers the tools and support you need most.
Cost-Effective Plan Design
OpenPlan® minimizes your overall plan expenses by using cost-efficient investment options, competitive fee structures, and negotiated rates with record keepers. There are no hidden fees or conflicting agendas. Our only goal is helping you and your business thrive.
Direct Access to Your Plan Advisor
As a plan sponsor, you are one call away from a credentialed professional who can address your firm’s plan needs. No more navigating endless phone trees that leads you to a customer service rep who doesn’t know you or your business.
Provide a Competitive Benefits Package to Your Workforce
OpenPlan® is committed to providing a plan experience that is meaningful “beyond the match,” because evidence shows that financially confident employees are more productive, stay longer, and experience higher job satisfaction.
How We Support Your Workforce
Access to CFP® Advisors
Our clients tell us that one of the most important reasons they work with us is the instant access to our team of retirement plan advisors. Your employees have access to our team of Certified Financial Planners, so they can receive the coaching and advice needed to achieve financial wellbeing.
Easy-to-Understand Investment Options
OpenPlan® offers simplified investment options that minimize plan costs and provide fee transparency so you can deliver a better experience for your employees and set them up for a more cost-effective retirement outcome.
Comprehensive Financial Education Resources
OpenPlan provides an individualized engagement approach to meet each employee where they are on their journey to financial confidence. Ranging from, one-on-one consultations with an Advisor to company-wide financial planning education seminars, we’re here to support you and your workforce to the fullest.