Retirement Plan Services

Free your business and employees from hidden fees, risks, and agendas of conventional retirement plans. Brighton Jones Retirement Plan Advisory offers retirement plan consulting, benchmarking of plan service providers, and investment management for participating employees. 

We work with plan sponsors and their investment committees and make plan design recommendations that meet the goals of the company. We partner with a variety of vendors in order to find a solution suited for your business and employees. Provide education for the plan sponsors about their fiduciary requirements and have the ability to act as a 3(38) or 3(21) investment fiduciary depending on your specific needs. Furthermore, as your plan grows, we work with you to proactively lower your plan’s expenses.

Most importantly, we differentiate ourselves with an unparalleled level of participant engagement including proactive on-site and virtual education sessions. The health of your business is directly connected to the health and wellbeing of your workforce and understand financial stress can impact employees’ productivity and their personal lives. So, we provide your employees personalized support to understand their options, make smart choices, and get on the path to financial well being. We offer one-on-one meetings for all employees. For those participants approaching retirement, we invite spouses to join us for a more in-depth personal financial analysis that confirms retirement readiness.