Retirement Plan Services

Attract and retain the talent you need to drive your business forward. With Aprio Wealth Management as your partner, you can offer a competitive retirement package without burdening your team or incurring compliance risk.

Retirement plan optimization.
Employee education.
Ongoing investment management.

Aprio Wealth Management can help you Account for Anything™.

As a business owner, you understand that your people are your greatest asset. You also know that having a great retirement plan is one of the best ways to attract and retain top talent. But from ongoing investments to employee education, managing a retirement plan can be challenging for your internal teams—especially on top of everything else they’re already doing.

When you partner with Aprio Wealth Management, you’re gaining a retirement plan advisory team that puts your business and employees at the center of the equation. Our specialists will work closely with you to help you offer the best plans, reduce administrative costs, and enhance employee financial wellness while reducing the burden on your internal team. That way, you can refocus their time and energy on driving overall business success.

Our Focus Areas

We’re focused on helping plan sponsors boost the value of their retirement plans, reduce administrative time and costs, and promote employee financial wellness through:

  • Financial Education

    By offering ongoing financial education and communications, we help employees move beyond simple participation to craft individual retirement savings strategies.

  • Strategic Advisory

    We’ll support you through plan reviews, investment selection, monitoring and more. If we’re serving as your plan’s investment advisor, we’ll be directly available to answer any questions employees have about their investments.

  • Administration

    Our team provides a full suite of compliance services—such as plan testing, Form 5500 filings, and comprehensive plan design consulting— to keep you and your plan committee informed and on track.

  • Cost Controls

    We’ll work diligently on your behalf to reduce plan fees and will help you manage plan costs through market analysis and regular benchmarking.

  • Investment Advisory

    Aprio Wealth Management will work with you to craft your investment policy statement and provide easy-to-read reports that educate and guide your plan committee.

  • Compliance

    We’ll help you experience painless compliance management by handling plan amendments, compliance testing, and any IRS, DOL, or other government agency reporting. If the need arises, we’ll also provide audit support.

Retirement Plan Resources

Attract and retain the talent you need to drive your business forward.

Speak to an Advisor