Employer Sponsored Retirement Plans

As companies grow and change, the needs of their plans do too. If you haven’t evaluated your retirement plan recently, it may not suit what your business is today.

Your business’s retirement plan is more than just a company benefit – it’s a reflection of your values as an owner, it’s a recruitment tool, and it’s a vehicle for your employees to have a better future. It is essential to make sure your plan is serving the needs of you and your team and representing the principles of your company.

As your retirement plan consultants, our team brings a depth of service experience in helping companies establish retirement plans. We focus first on education, ensuring that you understand what we are implementing and why, as well as the costs and process involved. We work with you through implementation and servicing of the plan, providing ongoing support to make sure your plan is as successful as it can be.

What We Offer:

We’re part of the BPG Wealth Management team and offer full-service retirement plan consulting with a heart. We work with businesses and individuals to create retirement solutions that are easy to understand, tailored to your goals, and built to grow with you.

For Employers:

Whether you're starting a new plan or want to evaluate an existing one, we help you navigate every step of the process, including:

Plan Design Consultation
Customizing retirement plans to fit your business needs and support employee success.
Fiduciary Oversight & Risk Mitigation
Helping you understand and manage your responsibilities as a plan sponsor.
Investment Due Diligence
Building and monitoring investment lineups that support long-term growth and fiduciary standards.
Provider Benchmarking
Ensuring your plan remains competitive with routine fee and service reviews.
Participant Education & Engagement
Delivering workshops, 1:1 meetings, and educational resources to help your employees feel confident about their financial futures.

For Individuals:

No question is too small. We’re here to provide:

Clear explanations without the jargon
Encouragement and guidance through life’s transitions
Tools to help you take control of your retirement, wherever you’re starting from

Meet The 401(k) Girls!

Empowering You to Own Your Financial Future:

Retirement planning doesn’t have to be overwhelming. The 401(k) Girls were created to bring clarity, confidence, and community to your financial journey —whether you’re running a business or just starting to think about your own future.

We believe everyone deserves access to straightforward, personalized retirement education and support. That’s why we’re on a mission to make retirement planning less intimidating and a lot more human.