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Retirement Plan Advisory Services

At Elevated Wealth Strategies, we help corporations, government entities and not-for-profit organizations manage their liabilities while simultaneously improving the effectiveness of their retirement plans through effective education. Below is a list of the services we provide to accomplish this.

Fiduciary Compliance

  • Process Development and Documentation
  • Investment Policy Statement
  • Fiduciary Training
  • Plan Design 

Investment Analysis

  • Investment Analysis
  • Traditional and Alternative Asset Classes
  • Periodic Investment and Economic Updates
  • Asset Allocation

Participant Support

  • Financial Education Workshops
  • One-on-One Meetings
  • Investment Reviews
  • Financial Planning Calculators 

Fee & Service Benchmarking

  • Complete Fee Disclosure
  • Establishing Appropriate Benchmark
  • Comparison of Multiple Service Providers
  • Identify Services Being Provided

Plan Sponsor Support

  • Fiduciary Training
  • Identify administrative inefficiencies
  • Investment Committee Setup
  • Co-Fiduciary Services