Retirement Services

Securing a comfortable retirement can be an important goal for employees, and it can bring tremendous responsibility for an organization. In today’s fast-paced environment, employers have limited time to understand their fiduciary responsibilities, make sure their plan is compliant, and communicate the plan benefits to employees.

Rogers & Young works closely with plan sponsors and employees to create an effective retirement program. We provide independent advice and create a solution that utilizes the best products and services available. Rogers & Young acts as the single point of contact for all retirement plan needs so our clients can focus on running their business.

Here are some of the services we offer:

• Plan and Vendor Evaluation
• Fiduciary Guidance
• Investment Guidance
• Investment Monitoring
• Plan Sponsor Service Support/Problem Resolution
• Employee Communication
• Quarterly and Annual Plan Review
• On-Site Educational Seminars