Retirement Plan Advisory

Safeguard your business and stand out in the marketplace for talent by helping to secure their financial wellbeing.
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Make Your Retirement Plan a Business Advantage

Safeguard Your Business Through Fiduciary Protection

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.

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Receive Robust Plan Sponsor Support

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.

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Cost-Effective Plan Design

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.

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Direct Access to Your Plan Advisor

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.

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Provide a Competitive Benefits Package to Your Workforce

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.

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How We Support Your Workforce

Access to CFP® Advisors

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.

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Easy-to-Understand Investment Options

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.

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Comprehensive Financial Education Resources

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.

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OpenPlan® Powered by Brighton Jones
$19B +
Assets Under Advisement
20K +
Plan Participants
75 +
Plan Sponsors
$700M +
Plan Assets

Speak with a Retirement Plan Advisor

Whether you have a specific question or you’re interested in learning more about our retirement plan advisory services, we’d love to hear from you.

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    Frequently Asked Questions

    What does it mean to be powered by Brighton Jones?
    What does it mean to be powered by Brighton Jones?

    Brighton Jones, a nationally-recognized Registered Investment Advisor, was founded on the fundamental belief that wealth management should be about more than growing and protecting wealth—it should be about empowering people to live a richer life.

    The Brighton Jones institutional asset management team eases the burden of administering your retirement plan and protects your businesses from the risks and liabilities associated with it. Employees choose from easy to understand investment options, with direct access to expert advisors and a wealth of educational resources to help them personalize their plan and get on the path to financial wellbeing.

    OpenPlan® is powered by the same philosophy and approach that Brighton Jones deploys with over $19 billion in assets under advisement.

    What is a 3(38) fiduciary?
    What is a 3(38) fiduciary?

    The 3(38) investment manager is appointed by the plan sponsor to manage investments and has discretionary responsibilities. They are responsible for the selection, monitoring, and replacement of investment options as needed. They will often act as a plan consultant by helping to manage other providers, as well as provide financial education.

    They assume a complete investment fiduciary stance as recognized by ERISA. They must acknowledge this status in writing, as well as have a written agreement with the plan sponsor. Only an RIA, bank, or insurance company can assume this role.

    Although the 3(38) investment manager is responsible for making financial decisions, the plan sponsor is still responsible for ensuring the advisor fulfills their obligations.

    What is your investment approach at OpenPlan®?
    What is your investment approach at OpenPlan®?

    Our investment philosophy is based on human psychology, deep knowledge of financial theory, and a keen awareness of history and a focus on current events. Our investment principles are focused on managing risk and combining asset classes efficiently and cost-effectively.