RetireAware provides strategic consulting and plan management services in retirement markets. Our clients include some of the largest public K-12 and higher education systems in the U.S., retirement plan recordkeepers, a major broker-dealer, third-party plan administrators and private retirement plan sponsors.
Our work with plan sponsors focuses on developing retirement plan service models that eliminate (or reduce and mitigate) provider conflicts of interest. These conflicted providers can undermine participant retirement savings by promoting higher-cost in-plan and non-plan products and services.
Our work with retirement plan providers focuses on configuring products and services to meet the needs of the ever-evolving retirement plan marketplace and to anticipate—and respond to—plan sponsors’ need for greater provider transparency. We are also engaged in developing specialized decision-support and modeling tools to address the unique needs of governmental employees.
