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
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.
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.
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.
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.
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.
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.
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.
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.
