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Our Approach for
Retirement Planning

RiversEdge Simplifies Retirement Plans

for Business Owners

The Three Roles We Play

Plan Advisor

Fiduciary Partner

Participant Educator

Plan Design

  • Analysis
  • Goal Setting
  • Customization

Plan Benchmarking

  • Cost Analysis
  • Investment Analysis
  • Provider Analysis

Fiduciary Fitness

  • Fiduciary Education
  • Compliance Documentation
  • Ongoing Benchmarking

Investment Consulting

  • Fund Selection
  • Fund Monitoring
  • Investment Policy Statement

Retirement Readiness

  • Goal Setting
  • Deferral Amount Selections
  • Progress Monitoring

Investment Education

  • Asset Allocation
  • Fund Selection
  • Portfolio Diversification

Who we work with:

You own a privately held business with 1-1000 employees.

We like each other! While it may seem odd, we have our greatest impact working with people we love to be around!

You are looking for a partner to act as a co-fiduciary, develop the most efficient design and create proactive employee education program for your retirement plan.