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Retirement Plan Services

About Us

Employer sponsored retirement plans are a key component to a quality benefits package. For employers seeking a dedicated partner to assist in managing your retirement plan, we offer a full range of services to Plan Sponsors. Whether you have a one-person business or a large enterprise with thousands of employees, our retirement team can connect your objectives and culture with the ideal retirement plan for your organization.

Retirement Consulting Services

While plans can look very different, the need for professional oversight, ongoing employee education, and completely independent objective advice remain constant. SFP Wealth’s retirement plan consulting service model focuses on two distinct areas: Plan Sponsors & Participants.

Plan Sponsor Services:

  • 3(21) and 3(38) Fiduciary Services  
  • Investment Selection and Due Diligence                    
  • Plan Design
  • Plan Acquisition and Transition Oversight 
  • Vendor Evaluation and Search (RFP)
  • Creation of Investment Policy Statement
  • Establish an Investment Committee
  • Educate Investment Committee on Fiduciary Roles and Responsibilities
  • Conduct Regularly Scheduled Plan Review Meetings
  • Documented Trail of Decision-Making Process (Formal Meeting Minutes)
  • Plan Benchmarking
  • Flexible Asset-Based and Flat-Fee Compensation Arrangements 

Participant Services: 

  • Evaluate Plan Metrics and Employee Demographics
  • Design a Custom Financial Wellness Program
  • Conduct On-site and/or Virtual:
    • Employee Enrollment Meetings
    • Educational Group Seminars
    • One-on-one Participant Consultations
  • Creation of Education Policy Statement
  • Assist Terminated Employees with Options


Plans We Work With

401(k)

403(b)

457 Plans

Non-Qualified Plans

Multiple Employer Plans (MEPs)

Resource Center

Our retirement plan resource center is an online library that allows our visitors to find relevant content, quickly. Whether it’s legislative updates, quarterly newsletters, or educational videos, the resource center is updated regularly to ensure our visitors are receiving the most up-to-date information.

Our Process

Newsletters

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Our History

Plan Sponsor Resources

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Our Values

Participant Resources

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Our Process

COVID-19 Updates

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Our History

Calculators

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