Corporate Retirement Plan Consulting
Serving plan sponsors nationwide with specialized retirement plan consulting, fiduciary support, and participant education.
Retirement Plan Specialists, Not Generalists
Managing a corporate retirement plan is one of the most complex responsibilities on your plate. Between ERISA regulations, Department of Labor mandates, investment selection, fee oversight, and fiduciary liability, it's enough to keep any plan sponsor up at night.
PointOak Retirement Advisors generates over 90% of its revenue from working with corporate retirement plans. We don't dabble in retirement plan consulting — we live it every single day. That singular focus gives you a team that has seen every challenge, navigated every regulatory shift, and built the processes to protect you through all of it.
Our Corporate Services
Fiduciary Support
Named fiduciary services under ERISA as your 3(21) co-fiduciary or 3(38) investment manager. We share the legal responsibility and help protect you from liability.
3(21), 3(38), ERISA compliance, liability protection
Provider & Fee Benchmarking
Over 10,000 benchmarks per year using your actual plan data. We review 450+ data points per bidder to ensure you're getting competitive pricing and quality service.
Live Bid process, fee analysis, provider evaluation
Investment Analysis
Institutional-grade investment monitoring evaluating $120B+ in plan assets quarterly. Our proprietary 10-point scoring system delivers clear, actionable recommendations.
Fund evaluation, performance monitoring, investment lineup
Target Date Fund Consulting
Evaluate your plan's default investment option with comprehensive analysis of glide path design, underlying investments, fees, and appropriateness for your participant demographics.
TDF analysis, QDIA evaluation, glide path review
Plan Design
Optimize your plan structure to drive higher participation, improve retirement readiness, and meet your organization's goals. From auto-enrollment to safe harbor design.
Auto-enrollment, safe harbor, plan features, vesting
Education & Communications
Licensed securities advisors deliver engaging participant education programs. Increase enrollment, improve savings rates, and build a financially confident workforce.
Participant education, enrollment meetings, financial wellness
Why Plan Sponsors Choose PointOak
We're retirement plan specialists, not generalists. That focus means deeper expertise, more relevant solutions, and advice that's aligned solely with your interests.
Investment advisory services offered through PointOak Retirement Advisors, LLC. This site is published for residents of the United States only. PointOak Retirement Advisors, LLC does not provide tax or legal advice.
Ready to Simplify Your Financial Life?
Schedule a complimentary consultation to discuss your financial goals and how we can help. There's no cost for the initial meeting. No obligation. Just a conversation to see if we're the right fit for your needs.
What To Expect
Our initial consultation typically lasts 30–45 minutes. We'll discuss your goals, current situation, and how we might work together. Come prepared with questions.