Our Firm

RETIREMENT ANALYTICS takes pride in the consultative approach we provide in order to help meet the needs of clients. While adhering to the fiduciary standard, we strive to meet the retirement goals of our Plan Sponsors and participants in qualified retirement plans, such as 401K, 403B & 457DC. We provide guidance to the fiduciaries of retirement plans, and provide on-site local support, including the delivery of quality retirement investment educational meetings, and one-on-one counseling sessions to our plan participants.

Our dedicated, independent advisors are veterans in the Retirement industry, each average 20 years of service and experience.  Combine our experience with our fully integrated practice management platform, and our clients can have the peace of mind that we have the expertise to navigate through any regulatory environment, including the current DOL's new conflict of Interest Rule, and the knowledge and resources to meet ERISA's Prudent Expert requirements, as well as helping to meet all Fiduciary Responsibilities. Retirement Analytics has worked with the interests of our clients in mind, and follow strict, compliant procedures that meet ERISA, FINRA and the SEC's guidelines.