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Employer Plans

Employer Retirement Plans and Business Financial Consulting 

FRA’s Retirement Plan Services Team, led by Mike Hulme, FSA, AIF, provides financial advisory services to employer sponsored retirement plans such as 401(k) and Cash Balance Pension Plans. Whether you are converting your plan, changing one or more service providers, updating your investment menu, or fine-tuning your plan on an ongoing basis, our services and guidance help cover key areas of your plan such as:

  • Investments
    • Investment Policy Statement
    • Screening & Selection
    • Monitoring & Benchmarking
    • FRA serves as an investment co-fiduciary with plan sponsors when in an advisory relationship.
  • Risk and Management
    • Fiduciary Risks & Responsibilities
    • Plan Objectives and Design
    • Service Provider Benchmarking, Screening and Selection  
    • As an independent firm, we are able to work with nearly all plan record keepers and third party administrators (TPA).
    • It is not disruptive to your current record keeper or TPA relationship to partner with FRA to add value to your plan and employees.
  • Education
    • Employee Education & Advocacy
    • Improving Retirement Outcomes
    • Improving Plan Performance
    • We partner with you to create a tailored education plan with quarterly activity delivered in a variety of forms, including in-person sessions.    

Financial Resource Advisors also offers consulting services to businesses for advice and financial analysis on projects, business planning and transition planning.