Qualified Retirement

As an employer or a business owner, you know it is absolutely critical to have a great team behind you. And one of the best ways to attract and retain your talented team is by offering outstanding retirement plans that provide your employees with the resources they need to take control of and plan for their financial futures.

H&A’s team is highly experienced in the areas of retirement plan design and consulting, participant education, investments, and operations. Learn more about the plans, support, and reassurance we provide to employers and their employees.

Fiduciary Services 3(21) and 3(38)

As a retirement plan sponsor, you’re focused on providing your employees with the resources they need to take control of their financial future. At the same time, this isn’t a responsibility you take lightly, as you want to make sure that you fully understand and comply with the necessary regulatory obligations.

As an SEC-registered investment advisor with more than 30 years of experience in advising retirement plans, H&A’s team of financial professionals are well-qualified to be your retirement plan fiduciary partner. Our comprehensive 3(21) and 3(38) fiduciary services serve as the roadmap to fulfilling your ERISA fiduciary responsibilities. We will help you create a fiduciary process that enables efficient coverage for the key areas of service, investments, fees and expenses, and disclosures.

Speak with an H&A Advisor

We’re only a phone call or email away. Whether you have a question about building and managing your wealth or planning for your future, or if you just want to get to know us better, we would love to hear from you.