Save Time and Energy With A 401(k) Rescue Plan
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Don't Be Held Back.
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Let Us Be Your Guide and Help You Do More.
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.
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.
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.
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.