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Retirement Plans That Work for the Organization and Its People
A well-designed retirement plan is one of the most powerful tools an employer has — for attracting talent, reducing tax liability, and demonstrating long-term commitment to its workforce. But most plans are left on autopilot after setup, accumulating hidden fees, outdated investment menus, and compliance risk.
We bring fiduciary rigor, ongoing oversight, and institutional-quality design to every plan we advise.
Under Advisory
Responsibility
or Hidden Fees
Investment · Tax · Legal
Four Structures, One Fiduciary Standard
From traditional 401(k) plans to complex defined benefit and non-qualified structures — we design, implement, and oversee every plan type with the same level of institutional rigor.
How We Build and Manage Your Plan
Every engagement follows a disciplined, four-phase process — from initial assessment through ongoing fiduciary oversight and participant support.
What Makes Our Plan Advisory Different
Most plan advisors collect fees and disappear. We stay embedded in your plan's governance year-round — proactively managing costs, compliance, and participant outcomes.
We don't receive revenue sharing, commissions, or 12b-1 fees from any fund company or recordkeeper. Our recommendations are based entirely on what's best for the plan and its participants — not on which option pays us the most.
We build investment lineups using institutional share classes, index funds, and target-date series — selected through a rigorous due diligence process and monitored quarterly against performance, cost, and category benchmarks.
We monitor your plan for ADP/ACP testing issues, top-heavy violations, contribution limit changes, and regulatory updates — catching problems before they become penalties and keeping your plan in full compliance year-round.
We deliver employee education programs — group presentations, one-on-one sessions, and enrollment support — designed to increase participation rates, improve contribution levels, and build long-term retirement readiness across your workforce.
Unlike standalone plan advisors, we can connect your retirement plan advisory with personal wealth management for key employees and business owners — ensuring retirement plan contributions, tax strategy, and personal investment decisions all work together.
Plan Advisory for Every Organization
Our retirement plan advisory serves employers across industries — each with unique plan structures, compliance requirements, and participant demographics.
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Let's Build a Retirement Plan That Actually Works
Whether you're launching a new plan, restructuring an existing one, or looking for better fiduciary oversight — schedule a complimentary consultation to explore what's possible.
Questions? Seeking Further Insight?
Connect with our experts at BRIM.