Retirement Planning Services for Businesses
Investment advisory and fiduciary responsibilities for retirement plan sponsors.
Mitigating Risk for Clients’ Businesses and Their Employees’ Financial Health
Creative Planning offers solutions for plans of all sizes — we serve publicly traded companies, large private companies with more than $1 billion in plan assets, small businesses and start-ups as well as cities, municipalities and housing developments in the government sector.
Deep Expertise to Serve Your Business:
Over $210 Billion in Combined Assets Under Management and Advisement*
6000+ Plans Under Advisement
60+ Recordkeeper Relationships
1000+ Asset Manager Relationships
401k and Corporate-Sponsored Retirement Plan Services
Our retirement services team works exclusively with companies and their employer-sponsored retirement plans. We provide comprehensive advisory services, acting either as a 3(38) or 3(21) fiduciary advisor, as well as access to a dedicated team of advisors and education for your plan participants. We also offer standalone fiduciary services and administrative services.
In-House Employee Benefits Attorneys and ERISA Law Specialists
Our employee benefits attorneys provide support and guidance to employers who offer their employees defined contribution and defined contribution and defined benefit plans, such as:
- Research/Advice
- Plan Governance
- Representation Before the IRS and DOL
- Plan Corrections (VCP, VFCP and DFVCP)
- Benefits Advice on Mergers & Acquisitions and Controlled Group Determinations
- Compliance Assessments
- Participant Claims
- QDROs
- Plan Documents and Procedures
Take A Closer Look
Choose an Advisor, Not a Salesperson
Most top 401k providers are dually registered, meaning they're licensed to sell variable annuities, variable life insurance and other commissionable investments to your participants.
Creative Planning is not dually registered. We are here to advise your participants, not sell them commissionable investments.
Awards & Recognition
Top RIA Firms
2019-2024
Awarded each September, based on data from a 12-month period through June 30.
Charitable Champion
2023-2024
Awarded each July, based on activities from a 12-month period through December 31.
Top RIA Firms
2024
Awarded each July, based on data from a 12-month period through December 31.
“Creative Planning is at the vanguard of a profound shift in finance.”
