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.

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    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.

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    Plan-Level Services

    • Plan health review
    • Fiduciary education to plan sponsors
    • Benchmarking of plan fees, services and investments
    • Service provider evaluation, selection and monitoring
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    Investment Services

    • Investment policy statement
    • Investment lineup management
    • Performance reporting
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    Participant Services

    • Education and advice
    • Enrollment service

    Review our Fiduciary Checklist

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    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.

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    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.

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    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.

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    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.

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    Resources for You