Safeguard workplace retirement plans with decades of proven expertise

Become a better retirement plan steward

Gain clarity, mitigate conflicts of interest, and increase employee satisfaction with our industry expertise. We serve a range of sectors including government and, private sector plan sponsors, and service providers.

Expert-led retirement plan consulting and support

With decades of experience supporting retirement plans, we’re committed to protecting retirement plans by providing plan sponsors with resources and tools to improve plan governance.

Key metrics and achievements

160000+
Employees covered by plans that have implemented RetireAware plan safeguards
$8500+
Estimated cost (over 10 years) for each participant whose nontaxable distribution is diverted to retail products

Staying on top of rapidly changing developments

Empower and Vanguard Penalized for Undisclosed Conflicts

Undisclosed Conflicts of Interest: Will Another $25 Million in Fines Change Anything?

Disclosure, Managed Accounts, SEC

Doors to Swing Open for Alternative Investments

On Aug. 7, President Trump signed an executive order intended to expand retirement plan investments into “alternative” assets (including private equity and crypto). This executive order appears to mark a turning point in a campaign for these alternative assets to access the $30 trillion currently accumulated in the private (i.e., non-governmental) U.S. retirement system.

Plan Investments, Uncategorized

Tide of ERISA Litigation to Continue

A new Supreme Court ruling may further open the door to ERISA fiduciary claims.

Fiduciary Litigation