Why Us

At RetireRight, our role is to help individuals and plan sponsors make sound decisions informed by the data, knowledge, and experience we have accumulated so individuals can retire with dignity!

 

About Us

RetireRight provides investment and retirement plan consulting services to corporations, government entities, non-profit organizations and individuals. We help fiduciaries seek protection from the personal and corporate liability related to the retirement plan, while aiming to enhance potential investment opportunities and ultimately helping participants work toward financial security. In helping plan sponsors deliver high quality retirement programs we help contain costs, address regulatory requirements, and promote an independent prudent process.

 

Our Philosophy

We were founded on the belief that your retirement plan serves a true purpose to your participants and your organization. We are employee-centric focused and committed to creating exceptional retirement plan experiences for employers and their employees while focusing on the items they can control.

 

Our Process

We are a full service retirement plan consulting group with a team of industry professionals, each with more than 25 years of industry experience. Being both vendor and investment neutral, our function is to serve as true independent consultants. We bring our clients advice, innovative design ideas, sophisticated guidance, and experience-backed recommendations.

Providing The Moat Your Business Needs

We are dedicated to providing Retirement Plan Services with an understanding that plan success requires more than just a traditional suite of advisory services. We proactively and consistently address the challenges employers face in managing a retirement plan while striving to maximize employee success. This involves a full suite of fiduciary protections that seek to minimize your risk and time involved with running your plan.

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Do You Know Your Risk Number?

Risk Number® technology objectively calculates an investor's true risk tolerance, utilizing a scientific framework that won the Nobel Prize for Economics. By taking a 5 minute quiz, we will be able to pinpoint and quantify your exact risk tolerance, which will then help you align your current portfolio with your true investment goals and expectations. This is easily the best technology we use in our practice and it gives our clients an edge in understanding risk.

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Individual Retirement And Wealth Planning

 

Our Simple And Laid-Back Process: You Are Only 3 Steps Away From Your Own Custom-Built Strategy

 

Calendar

1: Introductory Visit

We'll have a conversation, see if we're on the same page and decide if it makes sense to continue our conversation.

Meeting notes

2: Planning Meeting

We'll discuss your dreams and why they are important to you. We'll then begin assembling your strategy to help pursue them. This step includes a free portfolio review.

Journey

3: Strategy Delivery

You'll receive your custom-built retirement strategy and we'll start moving you closer to your goals.

Retirement Plan Services

Plan success requires more than just a traditional suite of advisory services. We proactively and consistently address the challenges employers face in managing a retirement plan while striving to maximize employee success.
 

 

Managing Risk and Educating Our Clients

RetireRight is committed to providing employers with solutions and education to assist them in mitigating their liability. We assist plan sponsor fiduciaries with fiduciary risk management strategies. Our ERISA Investment Fiduciary status enables us to help plan sponsors maintain high fiduciary standards

 

Employee Financial Wellness

We have spent decades developing a comprehensive Financial Wellness Program that leverages behavioral economics research and combines reliable technology with personal support to assist employees in pursuing more successful retirement outcomes.

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Benchmarking Your Plan

Employing multiple benchmarking solutions, we provide employers comprehensive reporting to cut through the confusion and frustration of selecting and monitoring retirement plan providers.

 

Maximizing Plan Design

We utilize a plan design optimization process that is unique to each client. The key theme of this process is that better plan design drives better participant behavior and better outcomes. This patented process helps plan decision makers find the right plan provisions that will give their employees the best chance of retiring comfortably for an amount the employer can afford.

 

Rethinking Investments

The selection and monitoring of your retirement plan assets is a fiduciary process that requires a well-designed and well-documented process. At RetireRight the process begins with your investment policy. We design your investment menu utilizing a risk-budgeting process since each asset class will have a different expectation of return.

 

Plan Support Services

We will diligently support your plan so you can diligently support your business. As your experienced partner, we’ll help free up your time so you can focus on what you do best.

Tools


Contact us today for a Plan Sponsor review

Team

Brian Ormord

Focusing on employers and retirement planning since 1990, Brian started his career working for one of the 401(k) industry's leading retirement plan...

Henry (Dan) Kinney

Dan started in the Financial Services business on September 1st 1987, the third generation of his family to do so and is dedicated to developing and...

Dirk Dixon

Although Dirk’s well acquainted and experienced in many tax and financial advisory issues, there are a few particulars that set him apart from his...