Sattler Pension & Wealth Management provides retirement plan advice and fiduciary services to organizations seeking to manage and improve their workplace plans. Its team includes Chartered Retirement Plan Specialists, Accredited Investment Fiduciaries, and Chartered Financial Consultants, with more than 20 years of experience. The firm offers plan management and advice, investment fiduciary services as an ERISA 3(38) or 3(21) fiduciary, expense benchmarking, employee financial wellness education, vendor analysis, and support for plan conversions.

Sattler begins engagements by assessing a plan’s features, services, and objectives, then tailors its recommendations to the client’s needs. Its work may include reviewing expenses and providers, supporting fund selection, educating employees through individualized meetings and targeted communications, and applying established fiduciary processes. The firm also helps clients align plan provisions with business goals and workforce demographics. Sattler states that its vendor reviews are unbiased and that it places clients’ interests ahead of its own when serving in a fiduciary role.