Retirement plans have become increasingly complex. A host of providers and investment options can make it difficult to choose, and the complex legislative environment surrounding retirement plans is confusing. Our team approach will help put your mind at ease and take some of the busywork off your hands.
AIF ®, CFP®, CPFA® | FINANCIAL ADVISOR
Since 2012 at Rose Street, Scott has been responsible for helping the firm’s individual wealth management clients with income strategies for retirement and consulting with employers with their employee retirement plans. In free time, he enjoys golf, biking, skiing, cooking, and traveling. Fun fact, Scott has a hobby of filling growlers with coins!
AIF®, CPFA® | RETIREMENT RELATIONSHIP MANAGER
Meet Julia, a people-focused life-long learner with several years of experience in the retirement plan industry. Throughout her career, Julia has been committed to maintaining strong client relationships by providing incredible customer service. She is passionate about helping clients define and plan for their retirement goals. Julia’s daily role at the firm energizes and reinforces her commitment to client-focused work.
Our philosophy aligns with the four principals of Accredited Investment Fiduciary (AIF®), organize, formalize, implement, and monitor. These prudent practices are at the heart of the service we provide employer sponsored plans and their participants.
Plan Design & Fee Analysis
Investment Due Diligence
Vendor Search & Selection Support
In today’s environment, with increasing participant litigation, as well as increasing audits conducted by the Department of Labor, the value of an experienced partner willing to share in the responsibility and liability is more important than ever.
As a 3(21) co-fiduciary, Rose Street Advisors partners with you to implement a customized retirement plan to fulfill your fiduciary duties and help maximize your benefit dollars. As a 3(38) Investment Fiduciary, the plan’s investment management is outsourced to us which helps mitigate your fiduciary risk and time involved with investment decisions.
We believe all participants should be able to retire on your own terms with the clarity and confidence to live the retirement they have visualized.
Our sole focus is to assist them in making that happen.
Virtual & Onsite Presentations
Investment Committee Education
Creation of a retirement plan as a strategy to recruit, retain and reward employees
Lack of employee/employer education
Formulation of new initiatives or benefit strategies to support your employees