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Symphony Retirement Partners, LLC

Symphony Retirement Partners, LLC is a registered investment advisor. 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.

Sponsoring a 401(k) or 403(b) plan is more than just time consuming and complicated, it also places legal responsibilities on you as the plan’s fiduciary.

    

Navigate Your Responsibilities

  • Plan Design To Meet Organizational Needs

  • Fiduciary Support

  • Improving Retirement Plan Participation & Retirement Readiness

  • Resources for Selecting and Monitoring Investments

  • Ongoing Plan Management

  • Evaluating and Selecting an Appropriate Provider

  • Analyzing plan level and participant level costs and benchmarking

John Koshy AIF ®, CRPS®, CLTC® 

Managing Partner

Symphony Retirement Partners, LLC

Consulting Experience

  • Number of years: 30+

  • Plan size: Start up plans up to $20 million in plan assets

  • Employee size: 2 employees up to 500.

  • Employer type: For profit and not-for-profit entities

Professional Industry Designations

  • Accredited Investment Fiduciary (AIF ®)

  • Chartered Retirement Plan Specialist (CRPS®)

  • Certified in Long Term Care (CLTC ®)

  • LinkedIn
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