We are an independent resource for plan sponsors and participants.

Having a sound retirement program positions organizations to compete for and retain employees, and to reward those employees when they’ve finished their career.

Asset Strategy Retirement Plan Consultants provides retirement consulting and investment advisory services to plan sponsors. We also offer one-on-one education to all plan participants regardless of account balance, because we believe that everyone deserves advice on retirement.

You benefit from our extensive experience and insights.

Each of our consultants has more than 20 years’ experience with providing retirement solutions to plan sponsors. We are well versed in the intricacies of plan design as well as both implicit and explicit plan expenses. We are as fluent in plan operations as we are in investments, and aim to help plan sponsors reduce investment-related and administrative expenses and headaches.

Our expertise encompasses:

  • Defined Contribution Plans
    • 401(k)
    • 403(b)
    • Employee Stock Ownership Plans (ESOP)
    • Profit Sharing Plans
  • Defined Benefit Plans
  • Non-Qualified Deferred Compensation Plans
  • Employee Retirement Income Security Act (ERISA) Compliance
  • Employee Education

We have the flexibility to work in different fiduciary roles.

We are a named fiduciary that works with plan sponsors as a 3(21) non-discretionary advisor providing advice, or a 3(38) discretionary advisor, making investment decisions for the plan. In either case, you have the confidence of knowing that you have an Accredited Investment Fiduciary guiding your process.