Retirement Plan Services

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

We support you through plan reviews, investment selection, monitoring and more. For clients where we are serving as the plan’s investment advisor, we provide direct employee access to an advisor to answer general questions about their investments.

Aprio* provides a full suite of compliance services such as plan testing and Form 5500 filings and comprehensive plan design consulting. We keep you and your plan committee informed and on track through scheduled administration calls, activity reports and easy to read status reports.

* “Aprio” references both Aprio Wealth Management and Aprio Benefit Advisors. Aprio Wealth Management and Aprio Benefit Advisors are separate entities. Plan administration services are provided by Aprio Benefit Advisors.

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

We work with you to craft your investment policy statement and provide easy to read reports that help educate and guide your plan committee to make smart investment decisions.

** Investment advisory services are provided by Aprio Wealth Management.

We can help you experience painless compliance management by handling plan amendments, filing your annual Form 5500, assisting with compliance testing and IRS, DOL and other government agency reporting. If the need arises, we’re also here to provide IRS audit support.