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here today, retired tomorrow. help your employees get ready.

A retirement plan that’s right-sized (and right-priced) for your company

We know you care deeply about the future of your company and your employees. After all, your employees are more than people who just punch a clock. That’s why we want to help you give them something a little extra.

We provide a review and oversight, prepared by Yellow Cardinal Advisory Group, to your retirement plans to ensure they help give employees an easy way to save for the future – and an even better way for you to earn their loyalty. Put your employees on a path to financial success for the future with a retirement plan that works as hard as they do.

What our plans offer

Complimentary review and analysis

You don’t have to be an expert at retirement plans. Yellow Cardinal Advisory Group’s complimentary review process evaluates your plan, potential investment gaps, and how well it interfaces with your payroll system. We regularly monitor the partnership behind your plan, ensuring your administrators are providing you the highest level of service and accountability. We make sure your plan is working for both you and your employees.

1:1 Dedicated Team

We offer a holistic approach with individualized attention. You’ll have an entire team assigned to your account including Yellow Cardinal Retirement Specialists and Wealth Advisor, along with team members from your chosen recordkeeping/administration partner. We bring the right resources together when you need them. This team approach gives you the insight you need to feel confident about your plan.

Ongoing Employee Education

Not every company has time to dedicate to educating employees on their retirement options. That’s why we help you out with ongoing educational events (in-person or virtual) to help employees better understand savings and investment opportunities.

Pricing Transparency

We believe the best surprise is no surprise. Knowing the full cost of your retirement plan is critical. When we manage your plan, you’ll know exactly what it costs, from administration to investment fees, up front. If you already have a plan, why not have us provide a side-by-side cost review to make sure you’re getting the most for your investment?

  • Retirement Plan Services

Plan Administration and Design

Some things in life are okay as one-size-fits-all, but that’s not the case with retirement plans. We’ve hand-picked a group of retirement plan administration providers who support your employees and your in-house administrative needs. Your recordkeeping partner has the flexibility to provide plan administration support tailored to your specific plan needs and in-house resources.

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  • Retirement Plan Services

Fiduciary Investment Management

We take the pressure off by assuming the role of ERISA 3(38) Investment Fiduciary to your plan. This effectively transfers the plan’s liability for ongoing investment management to Yellow Cardinal Advisory Group. We then select, monitor, and when necessary, replace funds in your retirement plan lineup. We’ll constantly monitor your plan’s investment offering and help ensure you meet your fiduciary responsibility to the plan, with documentation to boot.

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  • Retirement Plan Services

Our team is part of your team

Retirement planning is rewarding but there can also be a lot of questions, concerns, work, and risk involved. What makes us different? It’s our personal, consistent, and disciplined team approach that makes us different, and we think, better.

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