Quick Path


Now more than ever, employees are seeking out companies that can offer them a secure, comfortable future. Beyond salary negotiations, a large part of this decision-making process lies in key benefit offerings such as 401(k), 403(b), 457 and other retirement plan options. By offering these plans, your organization will be in a much better position to build – and retain – a strong, competitive workforce. Sikich offers retirement plan expertise and organization support to help you create and manage the smart solutions that employees value.


Sikich provides full service financial wellness, combining both fiduciary and participant services. Turn to us for customized, open-architecture plans, as well as education and training; assessments; prudent investment practices; discretionary trustee services; and full, transparent fee disclosure to guide employers in creating competitive, mutually-beneficial plans.

By partnering with Sikich, you gain a relationship with one of the industry’s leading retirement plan advising firms, servicing marquee clients for more than 20 years. Our focus is on insightful plan design, prudent decision making, and thorough documentation, delivering proven results for the people who matter most – your employees. With no special interests or binding relationships, we have the flexibility to act solely in the best interest of your employees.

Our Retirement Plan Services team is at your service for any of your organizational needs. Let us help you create plans that drive the best employees to your business.

Get a full line of services from retirement specialists

Sikich offers a wide-array of services available to retirement plans, ranging from, but not limited to:

  • One-on-one participant support and group education meetings for your employees
  • Fiduciary education and training for plan committee members
  • Quarterly investment committee meetings and meeting minutes documented
  • Investment policy statement creation and Investment due diligence review books
  • Provider fee negotiation and monitoring of ongoing plan fees
  • Plan compliance review of plan procedures and administrative responsibilities

The Sikich Retirement Plan Services team offers an unparalleled combination of plan expertise, employee education and administrative support. We’ve helped businesses big and small devise robust retirement plans that help them remain fiercely competitive in the quest for top industry talent. As industry leaders ourselves, we recognize and appreciate how important employee recruitment and retention is to the success of your business. We offer the service and support to ensure your employees benefit from plans that continually offer optimum performance.