You Didn't Go Into Business To Manage A 401(k) Plan

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Save Time and Energy With A 401(k) Rescue Plan

Streamline Your Process

Don't Be Held Back.

Save Time

Reduce Liability

Keep Costs Low

Let Us Be Your Guide and Help You Do More.

Plan Design

We are dedicated to helping improve the retirement readiness of your retirement plan participants. While there is no "one-size-fits-all" plan design solution, a well designed plan can be the difference between decent outcomes, and something more exceptional.

Fiduciary Support

Prudence requires that plan sponsors become educated in each area of responsibility, and take actions that are exclusively in the best interest of participants. Our approach identifies potential weakness in a plan and assists with correcting any deficiencies through education, diligence and process.

Plan Analysis

Selecting a service provider is one of the most critical fiduciary decisions a plan sponsor must make. We serve as your advocate throughout the process, from developing the selection criteria to evaluating proposals and managing the conversion, to assure a best fit outcome.

Plan Investments

Without a sound investment due diligence process, plan fiduciaries may be personally liable for poor employee investment returns. We help plan sponsors mitigate this liability by putting disciplined systems in place for every step of the investment process.

Who We Are

Symphony Retirement Partners, LLC is a registered investment advisor. We offer Fee-Only Retirement Plan Consulting services virtually across the country.

We work with small and medium sized employers to empower them, and their 401(k) or 403(b) plan participants - with the resources necessary to help them be more engaged and informed, so that they are more likely to take positive action leading to better outcomes for all.

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