Corporate Retirement Planning Suited to Your Business Objectives

As an employer and sponsor of a retirement plan, your fiduciary role requires that you take responsibility for managing and maintaining the plan to meet regulatory rules. Your responsibilities may range from determining plan suitability, selecting appropriate service providers at a reasonable cost, choosing and monitoring investment options, to educating employees and complying with legislations.  We understand that being a plan sponsor and fiduciary of your employer-sponsored retirement plan is a daunting task, especially when your time is consumed by running a successful business.

Sierra Pacific Financial Advisors, LLC (SPFA) offers a variety of retirement planning solutions to meet your business vision while taking the burden off your shoulders. We take care of your employer-sponsored retirement plan, so you can focus on taking care of your business.   

Serving firms from start-up to established company, our corporate retirement solutions help you navigate the complex arena of corporate retirement planning. Our unbiased and fiduciary approach allows us to bring together best-in-class service providers with complete fee transparency and customized plan design that suits the needs of both employer and employees.  

SPFA is committed to assisting plan sponsors in meeting their fiduciary obligations. Our ongoing fiduciary services and support include:

  • Assistance in plan design and selection of service providers
  • Creation, monitor and maintain Plan Investment Policy Statement (IPS)
  • Design and monitor investment selection
  • Benchmark reporting and comparison
  • On-site enrollment meeting and employee education workshops
  • Access to up-to-date information on regulatory changes
  • Retirement Committee meetings and meeting minutes  

Our services guide you and your employees on your journeys to comfortable, satisfying retirements.