Retirement Plan Consulting

KELLY Advisory: Focused Retirement Plan Consulting from an independent advisor

Your need for competent, objective retirement plan and investment advice – from a firm you can trust – has never been greater. Until recently, it was possible for many plan sponsors and employers to work with advisors on nearly any brokerage platform and fulfill their fiduciary obligations. That’s no longer the case. With the retirement industry becoming more complex and regulated, today’s plan sponsors need more specialized services, including:

  • Unbiased, independent advice that will allow them to offer competitive retirement plans at a reasonable cost
  • Access to robust data to use in benchmarking plans and investment managers
  • More effective financial education programs for their employees

In these areas and more, your KELLY Advisory retirement plan advisor consistently sets the standard. Why? Our single-minded focus on improving retirement readiness for American workers seeks to ensure the continued positive retirement experience of our plan sponsor clients and employees alike.