Alpha Omega’s retirement team advises on plans for companies that range from a few participants to thousands of employees across a variety of industries.
Every company is different, so every strategy and approach to managing a retirement plan must be different. We work to find the best solution to fit the needs of the plan sponsor and the plan participant. Our primary objective is to create an individually tailored plan that makes:
- Companies better educated fiduciaries
- And employees prepared participants for retirement
We are decidedly different from other advisors because of (click to expand):
Our team has worked with plan sponsors for 20 years. Distinguishing ourselves as a money manager also means we bring a unique approach to investment analysis. Using our team’s knowledge and experience and the backing of Retirement Plan Advisory Group’s (RPAG) research and resources, our team effectively advises employer retirement plan so that plan participants are reaching better retirement outcomes, all while keeping costs low for the companies administering them.
Our Fiduciary Capability
As a Registered Investment Advisor, we become your investment co-fiduciary to the retirement plan.
Our fee is a flat fee that is clear and easy to understand.
As a Registered Investment Advisor, we provide nonproprietary fund options and work with most platform providers.