A well-designed retirement plan does more than check a compliance box. It strengthens your culture. It helps attract and retain great people. It gives your employees confidence about their future.

As an independent fiduciary advisor, Means Wealth partners with employers to design and oversee retirement plans aligned with organizational goals and supported by thoughtful plan design, participant education, and prudent investment monitoring.

How We Support Employers

Customized Plan Design

We begin with your organization’s objectives, workforce demographics, and budget, then help structure plan features designed to support participation, engagement, and long-term retirement readiness.

Investment Oversight

We assist in developing and monitoring a prudent, diversified investment lineup, including index funds, target-date funds, and other core options, with ongoing review and documentation support.

Participant Education

We provide practical education through group sessions and one-on-one guidance to help employees better understand contributions, asset allocation, and long-term planning decisions.

Fiduciary & Compliance Support

We work alongside your recordkeeper, TPA, and other vendors to support ERISA fiduciary responsibilities, investment policy oversight, and regulatory coordination.

Plans We Advise On

• 401(k) Plans
• 403(b) Plans
• ESOPs / KSOPs
• Cash Balance Plans
• Defined Benefit Plans
• Non-Qualified Deferred Compensation Plans