Workplace Retirement Plans

At Ridgeline Financial Partners, we believe that a small firm with an unmatched work-ethic, utilizing one of the most advanced software on the marketplace can provide every retirement plan, regardless of size, with an institutional experience. From investment reviews, to provider bench-marking, to financial wellness, we have the tools to deliver that experience. Don't settle for anything less!

A well designed retirement plan can provide an important financial incentive to recruit, attract, and retain your workforce. As a 3(38) investment manager, we provide the highest level of fiduciary oversight to an investment committee. In addition, we have a passion for delivering education and financial wellness programs to help increase the effectiveness of your desired plan.

Did you think traditional pension plans were a thing of the past? Though shrinking in size for many large companies, a properly designed defined benefit plan can provide a cost effective solution for owners and other highly compensated employees.

At Ridgeline Financial Partners, our professionals have expertise in the design and implementation of Multiple Employer Plans (MEP's). By sponsoring a plan through a trade or industry association, we can provide the benefits of scale to smaller retirement plans. This approach can substantially reduce the fees associated with operating a plan, and can provide a consistent investment experience across all members of an organization.