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Corporate Retirement Plans

Ellsworth Advisors is proud to be the advisor to more than 40 corporate retirement plans covering nearly 4,000 participants across the country. Whether you are a business owner, trustee or executive, it is our mission to ensure your retirement plan is effectively working for you so you can focus on what is most important. We understand that a robust employer sponsored retirement plan can be a powerful enticement to current and future employees.

Our Retirement Plan Consulting Program is designed to reduce the administrative burden born by the plan sponsor. Ellsworth Advisors strives to make sure that retirement plans are operating as efficiently and effectively as possible through the implementation of technological advancements and keeping plans updated with industry trends, which includes regular benchmarking of each plan’s cost structure. We further help plan sponsors reduce their fiduciary liability by acting as a 3(38) Investment Manager, outsourcing other fiduciary tasks to independent service providers, and implementing fiduciary best practices.

We help plan participants by taking an unbiased, holistic approach in evaluating their unique financial situation and developing a strategy tailored to their financial goals. For plan participants, Ellsworth Advisors seeks to be a financial partner and not just a retirement plan partner. That means that our team is available to provide advice beyond the scope of the retirement plan. We are available at no additional cost to develop financial and estate plans as well as provide advice on investment accounts, rollovers, 529 plans, insurance, mortgages, refinancing, student loans and annuities. Whatever the question may be, we want to be there to offer advice. In addition, plan participants have access to the same financial planning software, eMoney, that Ellsworth Advisors provides to individual clients at no additional charge.

Regardless of whether your company is setting up a new retirement plan or looking to improve a current plan, Ellsworth Advisors can help you optimize your employer sponsored retirement plan’s benefits for both the plan sponsor and plan participants.