We provide retirement plan services customized to your business needs
Your plan’s fiduciaries have personal liability for compliance with ERISA and DOL. We help manage the entire process.
Core Portfolio Management
In addition to providing plan services, we also support your employees directly through our customizable education curriculum.
The Vestia True Choice™ Retirement Plan platform offers a comprehensive approach that serves your real needs. Before we take over your plan, we first focus on identifying the most critical needs of the plan. For instance, are you trying to maximize tax benefits for your owners or are you trying to provide a great benefit your
If your firm has fewer employees, you may have a different set of needs, and
Many plan advisors are content to let plan trustees carry the full fiduciary risk of the retirement plan. This means personal liability is carried by someone
As a named fiduciary of your plan, we manage the bulk of your plan’s due diligence calendar for you to make sure your actions are properly documented and on track.
The Vestia True Choice™ Retirement Plan platform presents a fresh option in an industry full of lookalike providers. We understand that not everyone at your practice wants to work with the same financial advisor.
Instead, through Vestia True Choice™, your participants work with any advisor they want (provided that advisor can work within the framework of your plan), and we don’t charge that plan participant for investment management services unless they choose to work directly with us.