https://www.sikich.com

Retirement plan services

Support your most valuable asset — your people — with retirement plans that work. Sikich helps businesses nationwide deliver meaningful, competitive retirement packages that attract and retain top talent.

A full line of expert retirement services

The Sikich Retirement Plan Services team combines deep plan expertise, employee education, and administrative support. We help businesses of all sizes build competitive retirement plans that attract and retain top talent. As industry leaders, we understand how vital recruitment and retention are to your success. Our team ensures your employees benefit from high-performing plans tailored to your goals. Let us help you create retirement strategies that bring the best people to your business.

Sikich offers a broad range of retirement plan services, including one-on-one participant support and group education meetings. We provide fiduciary training for plan committee members, facilitate quarterly investment committee meetings with documented minutes, and assist with investment policy statements and due diligence review books.

We also negotiate provider fees, monitor ongoing plan costs, and conduct compliance reviews to assess procedures and administrative responsibilities — helping you stay aligned with regulations and best practices.

solution

Smart solutions to attract and keep top talent

Today’s employees are looking for more than just a paycheck. They want a secure, comfortable future. While salary of course matters, retirement benefits like 401(k), 403(b), and 457 plans play a major role in where top talent work and stay. Offering these plans positions you to attract and retain a strong, competitive workforce. Sikich provides the retirement plan expertise and organizational support you need to build and manage smart, valued solutions for your team.
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Compelling benefits for your employees

Sikich delivers comprehensive financial wellness with fiduciary and participant services. We offer customized retirement plans, education, assessments, investment guidance, and transparent fees to help employers build competitive, effective programs.

With over 20 years of experience, we’re a trusted, independent advisor focused on smart plan design. Our client-first approach helps you attract and retain top talent by acting solely in your employees’ best interests.

Experts

Retirement plan services team

Joe Connell
Marie Marks
Gretchen Radach
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Request an assessment.

Fill out the form and our retirement planning team will schedule an assessment of your current plan and/or a consultation to discuss designing a new one.