RETIREMENT & WEALTH
collaborate, implement & educate
The needs of your organization, your employees, and their families define our approach to crafting the ideal retirement plan. As advisors for businesses of varying sizes across virtually all sectors, we currently oversee more than $12 billion in plan assets, with more than 50,000 participants.
Our process is based on four core principles: risk analysis, investment analysis, fiduciary compliance, and education. We work closely with your committee to develop a long-term strategy that improves the plan’s overall effectiveness while managing the liability of plan fiduciaries.
how we help our clients
Whether you are converting your plan, changing service providers, updating your investment menu, or fine-tuning a plan that you love, BRP’s Retirement & Wealth service model encompasses these processes and many more. And with us at your side, you’ll have the peace of mind that comes from working with a plan advisor with wide-ranging regulatory, plan design, and investment expertise.
core solutions & expertise
target date consulting
Innovative Plan Design
our financial wellness programs
Our Financial Wellness Programs use behavioral economics to engage participants, educate them, and get them to follow simple steps to reduce their debt, create budgets and begin to save more for retirement. We work with clients to measure the results of the programs and to help improve outcomes for the plan and for the participants.