Retirement Plan Consulting
Whatever your reason, we’re here to help you manage the retirement plans you offer to employees. When you partner with Bartholomew & Company, you’ll get personalized guidance from a retirement plan consultant who is committed to designing the plan that meets your objectives and helps your employees achieve their long-term goals
Plan-Level Services
- Plan health review
- Fiduciary education to plan sponsors
- Benchmarking of plan fees, services and investments
- Service provider evaluation, selection and monitoring
Investment Services
- Investment policy statement
- Investment lineup management
- Performance reporting
Participant Services
- Education and advice
- Enrollment service
Fiduciary Peace of Mind
Feel confident that the bases are covered as you navigate industry changes, manage risks, ensure you’re up to date on the latest requirements, and keep your plan well documented. You won’t have to worry if you got it right—we will make sure your fiduciary responsibilities are fulfilled.
Customized Education Programs
We'll help your employees learn about financial wellness with a focus on planning and saving. They get valuable advice, and you demonstrate care and accountability by providing them with resources to help them pursue their retirement dreams and goals.
Priority Access to Our Other Tools and Services
You and your plan participants have the opportunity to extend your relationship with Bartholomew & Company. We can pair you with our skilled wealth management, financial planning, and investment management teams.
Plan for a Secure Retirement
with Our Resources
Planning for retirement can be a stressful experience for many employees, which is why we're committed to providing a range of helpful resources to make the process easier.
Resources for You
Connect with a Retirement Plan Consultant today.
Get on track with your goals and work toward your financial future with help from our advisors at your side. Contact us to schedule a complimentary consultation.