Corporate Retirement Plans, Done Right.
Full-service corporate retirement plan consulting that simplifies fiduciary complexity and delivers meaningful results for your people and your business.
A Retirement Plan That Works for Your Business and Your People.
A well-designed corporate retirement plan is more than a benefit. It’s a powerful tool for building wealth, attracting top talent, and demonstrating a genuine commitment to the people who make your organization thrive. But managing a retirement plan comes with real fiduciary responsibilities — and the complexity involved can quickly exceed the bandwidth of even the most capable leadership teams.
That’s where Union Strategic Advisors comes in. We partner with business owners, executive committees, and HR departments to help ensure your plan stays compliant with ERISA regulations, performs meaningfully for your employees, and aligns with your broader business goals. From investment menu curation to participant education, we handle the details so you can stay focused on running your business.
What We Offer
A Complete Suite of Retirement Plan Services.
We provide full-service retirement plan support for organizations of every size — from small businesses and sole proprietors to large corporations, nonprofits, and government entities. Our services include:
Recordkeeping
Regulatory-sound, cost-efficient, and responsive documentation that keeps your plan organized and audit-ready.
Plan Design
Goal-oriented structuring and leadership advising that aligns your plan with your business objectives.
Vendor Management
Objective sourcing and evaluation of service providers to make sure you’re getting the best fit and value.
Participant Education
Employee seminars, one-on-one meetings, and educational materials that help your team make the most of their benefits.
Investment Policy Statements
A prudent, flexible framework for building and maintaining a thoughtful investment lineup.
Investment Process Management
Ongoing performance reviews and timely recommendations to keep your plan on track.
Service Coordination
One central point of contact for everything, because your time is better spent elsewhere.
Fiduciary Support You Can Count On
As your ERISA 3(21) fiduciary or ERISA 3(38) investment manager, we provide hands-on, personalized guidance tailored to your organization’s specific needs. And we don’t do it alone. Our partnership with Raymond James — a major, diversified financial services firm — gives us the reach, resources, and negotiating power to deliver institutional-quality support regardless of your plan’s size.
The Right Plan for Where You Are.
Whether you’re running a growing small business or leading a large organization, your retirement plan should be built around your specific goals, your people, and the stage your business is in. Here’s how we tailor our support to fit.
Let’s Build Something Worth Offering.
Your employees are counting on you to provide a retirement plan that truly serves them. We’re here to make sure you can deliver — with the expertise, diligence, and personal service that Union Strategic Advisors is known for.
