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Enhance the Livelihood of Your Employees

Retirement Plan Services

What We Provide to Plan Sponsors

Reduce your liability and access institutional quality investment management - all with a transparent cost

Independent Fiduciary

We seek to avoid all conflicts of interest and never receive commissions or revenue sharing. The only person we work for is you and your employees.

Plan Implementation

An experienced team who understand the ins and outs of designing and implementing qualified retirement plans for businesses of all sizes.

Plan Administration

We oversee the governance of your plan. We perform quarterly due diligence reviews and conduct plan participant educational events.

Valuable ERISA 3(38) Investment Management

Enhanced Fiduciary Protection for you

We act as a Fiduciary to your company's Qualified Retirement Plan. We take on more responsibility for the investment management of your plan taking some of the exposure and burden from you, the plan sponsor.

Most plans do not have this added protection. Are you covered?

No hidden fees

Transparent Pricing

Our annual advisory fees for your plan are calculated simply as a small percentage of assets under management. That's it.

We also conduct a robust provider search and fee benchmarking to ensure your business is getting the best deal possible from each of your providers.

Ensure your employees are getting the attention they need

Personalized Participant Education

At C&R Advisors your people get access to our entire group of experienced financial professionals, not just one advisor. In addition to our regular meetings and newsletters, your participants are encouraged to contact us with any questions.

Institutional-quality investments without the price tag

Sophisticated Plan Options

Get access to Target Date Funds, our proprietary Highline Model Portfolios, or your employees can build their own portfolio from a vetted list of mutual funds.

Structure a robust fund lineup to select the most appropriate investment vehicles for the plan, and ensure your costs are competitive - ultimately protecting you, the plan sponsor.

Find out how we help participants make the most of their retirement savings while delivering you a high-quality and cost-effective 401(k) plan.

Whether or not you already have a retirement plan, we can partner with you to get one started, or give you an honest evaluation of how your current plan stacks up.
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