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

Custom Retirement Plans for Your Business

We realize there is no one size fits all retirement plan solution, so our support and services are tailored to fit what’s best for you and your company and will help ensure the financial wellness of all your employees. We help you get the most out of your plan by working with you every step of the way.

There’s a lot to know. We can help.

We don't stop at servicing your plan. We build a relationship and understand the goals and needs of your business and your employees, helping you take full advantage of it.

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

Review our Fiduciary Checklist

Liability has
nowhere to hide

Our Retirement Plan Consulting Team is dedicated to helping you choose, monitor, and manage your business’s retirement plan. They have received formal training in fiduciary responsibility and have earned the Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA) designations.

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

Industry Awards & Recognitions

Thomas J. Bartholomew, President, AIF^®

Best in State Wealth Advisors
Forbes magazine 2018-2023

Financial Times Top 400 Financial Advisers
Financial Times 2015-2020 Top 1,200

Financial Advisors in America/Top 30 in Massachusetts
Barron s magazine, 2014-2023

Barron's Top 100 Independent Advisors
Barron's, 2020-2023

Five Star Wealth Manager
Boston Magazine 2018-2023

Top 1,000 Financial Advisors in America/Top 25 in Massachusetts Barron's magazine 2013, 2012, 2010

Joshua A. Paul, Senior Vice President, CFP^®, AIF^®

Five Star Wealth Manager
Boston Magazine 2018-2023

James W. Cushman, AIF^®

Five Star Wealth Manager
Boston Magazine 2023

2018-2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2015-2020 Financial Times 400 Top Financial Advisers, Created by Ignites Research. The 2020 award was presented in October 2020 for the past 12 months. 940 Advisors were considered, 400 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Financial Times for more award information.
2014-2023 Barron's Top 1200 Advisors and 2010, 2012, 2013 Barron's Top 1000 Advisors, created by Barron's. Presented in March 2023 based on data gathered from Sept 2021 to Sept 2022. 5,630 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Barron's for most recent award information.
2020-2023 Barron's Top 100 independent advisors, created by Barron's. The 2023 award was presented in September 2023 based on data gathered from June 2022 to June 2023. 476 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visist Barron's for most recent award information.
2018-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in 02/23 based on data gathered within 12 months preceding the issue date. 3,923 Boston-area advisors were considered, 578 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit Five Star Professional.

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.

Schedule a Consultation