Your Comprehensive Retirement Plan Consulting Solution

By integrating fiduciary responsibilities, investment consulting, and employee education, we are able to offer a full-service corporate retirement plan solution to plan sponsors.

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Our Guided Process

Changing your retirement plan in any way can seem like a daunting process. Allow Reilly Financial Advisors to alleviate any concern by working collaboratively with you every step of the way.

How We Help Reduce Fees

Fees are not everything, but they are a focal point of our 401(k) consulting approach. Every plan provider has a pricing algorithm to which we have great familiarity. By determining which features are critical to a given client and which features can be removed, we have the ability to dramatically compress provider-level fees.

Other strategies for fee reduction include the use of institutionally priced investment products and the underutilized strategy of fee revenue equalization.

For sponsors just starting to offer a retirement plan, we can craft an intelligent plan from scratch. And for those sponsors in search of ways to better the plan they currently operate, we aim to reduce fees dramatically (often by as much as 75%, and sometimes even more!) while also adding more efficient investments and additional services for all participants.

of people aren't aware of how much they pay in fees to their 401(k) provider
Source: AARP

Custom Portfolio Models

Whether your employees are closer to age 30 or nearing retirement, everyone has their own unique retirement goals. That’s why each or our RFA Custom Portfolio Models includes a professionally selected mix of investments that corresponds to criteria developed through consultation with your firm. These models may be a good choice for participants who simply don’t have the time or interest—or feel they don’t have the financial expertise—to make ongoing investment and asset allocation decisions.

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More ways we add value

Get Your Free Retirement Plan Analysis

If you’re looking for professional retirement plan guidance, you’ve come to the right place. RFA has the ability to analyze your plan in a multitude of ways:

  • 401(k) Tune-up
  • Mutual Fund Analysis
  • Fee Transparency Report/Cost Analysis
  • Investment Policy Statement Review

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Why Reilly Financial Advisors?

Every company is different, and in these times it’s increasingly important to work with a consultant that has the ability to provide customized solutions to meet your unique needs. Through transparency, education, and empowerment, we aim help our clients navigate a path to successful retirement.

  • 3(21) and 3(38) Fiduciary
  • Fund selection and analysis
  • Advisor-managed portfolios
  • All fees completely disclosed with no hidden charges
  • Team approach to plan management with dedicated experts in each department

Plan Sponsor Support

We understand the commitment associated with administering and maintaining 401(k) plans. That’s why we’ll be here to help you each step of the way. With us, you can expect the following:

  • Plan design support
  • Provider benchmarking/plan health reporting
  • Investment due diligence
  • Online and telephonic access to all plan information and statistics
  • Plan design consulting
  • A dedicated point of contact to answer your questions
  • Streamlined provider website with an array of helpful tools
  • Participant education
  • Plan policy statements (investment policy, fee policy, education policy, board resolutions, committee charters)

Participant Support

Participating and investing in an employee-sponsored retirement plan can be confusing for your employees. You can count on us to help employees navigate the process from beginning to end with the following offerings:

  • On-site enrollment
  • Individual meetings with investment professionals
  • Group investment education meetings
  • Bilingual representation, if needed
  • Quarterly newsletter from RFA’s CIO
  • Customized financial planning
  • Personalized rollover support
  • Dedicated participant support specialist