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Employer-Sponsored Retirement Plans
Retirement plan guidance
We help businesses and organizations evaluate, establish, and manage employer-sponsored retirement plans designed around the needs of their organization and employees.
We provide guidance across a wide range of plan types, including 401(k), 403(b), 457, SIMPLE IRA, SEP IRA, profit-sharing, cash balance, defined benefit, and other workplace retirement plans.
Whether you're considering a new retirement plan, reviewing an existing plan, or looking for a second opinion, we can help evaluate plan fees and costs, investment options, plan design, employee participation, provider services, and fiduciary responsibilities.
Our goal is to make retirement plan decisions easier to understand while helping employers build a plan that works for both their organization and their employees.
Let's take a closer look
Whether you’re considering a new retirement plan or want a fresh look at your existing plan, we’re here to help. Schedule a conversation to discuss your organization’s needs, ask questions, and learn more about your options.
Plan Fees and costs
Plan Fees and costs
Plan Fees and costs
Benchmark fees against similar plans to identify potential savings on administrative or investment cost.
Investment Options
Plan Fees and costs
Plan Fees and costs
Evaluate quality, diversity and performance of current investment options
Plan Design & Features
Plan Design & Features
Plan Design & Features
Analyze match formulas, vesting and design features. Review resources and education available to your employees
Fiduciary Support
Plan Design & Features
Plan Design & Features
Review fiduciary process and documentation. Evaluate recordkeeping, support, technology and overall service quality
Pathway Partners Wealth Advisors
100 Corporate Parkway, Suite 136, Amherst, NY 14226
Copyright © 2022 Pathway Partners Wealth Advisors - All Rights Reserved.
Pathway Partners Wealth Advisors, LLC is an SEC registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. All investments involve risk, including loss of principal.
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