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Retirement Plan Solutions

Employee Benefits & Retirement Plan

We understand the myriad of challenges companies face in offering competitive and cost-effective retirement plan benefits. Burdensome plan administration and fiduciary oversight combined with benefit cost overruns distract and even undermine core business objectives.

As an independent RIA, our approach to the marketplace allows us to propose a variety of alternatives using a diverse group of providers in order to meet each of our clients’ objectives, free from corporate constraints or product mandates.

Our advisors bring deep experience and industry expertise in helping businesses develop and implement competitive, cost-effective retirement and employee benefit plans aligned with specific business goals and objectives. We’re confident we can help put you and your employees on the path to pursuing retirement success as well.

  • Defined contribution plans
  • Defined benefit plans
  • Non-qualified and deferred compensations plans
  • Group life, health and disability plans

Stratos Wealth Partners Retirement Plan Consulting Services include:

  • Assisting with Initial Plan Design and Ongoing Compliance
  • Setting Goals and Objectives for the Plan
  • Identifying and Correcting Fiduciary Shortfalls
  • Developing and Implementing an Investment Policy Statement
  • Documenting Periodic Investment Reviews
  • Establishing a Process of Due Dilligence in the Selection and Monitoring of Investment Options
  • Conducting Annual Plan Reviews
  • Implementing Participant Education and Communication Programs
  • Benchmarking Participation
  • Tracking Retirement Readiness
  • Simplifying the Participant Experience
  • Providing Fiduciary Education
  • Applying Fiduciary Risk Management Tools
  • Performing Expense Comparisons and Plan Benchmarking
  • Implementing an RFP Process for Open Architecture and Vendor Platforms
  • Documenting and Centralizing Service Provider Agreements
  • Implementing a Cohesive Plan Monitoring Program to address:
    • Plan Expenses
    • Investment Policy Statement
    • Government Regulation Changes
    • Provider Service Quality and Efficiency
    • Sponsor and Participant Education
    • Fiduciary Liability Risk Management

Stratos advisors holding the Accredited Investment Fiduciary® (AIF®) designation are qualified to act as Fiduciaries in regard to specific aspects of the plan.