Wealthspire Retirement Advisory Services provides customized consulting to employers seeking to strengthen retirement plans, manage fiduciary responsibilities, and improve employees’ retirement readiness. Drawing on decades of fiduciary expertise, its advisors support defined contribution and defined benefit plans, including 401(k), 403(b), 401(a), 457(b), ESOP, KSOP, money purchase, non-qualified, profit-sharing, and pension plans.

The firm helps plan sponsors review investments, benchmark plan performance, improve governance, and establish oversight processes. Its Fiduciary Fitness Program and related diagnostic, plan review, and education tools help identify compliance gaps, clarify responsibilities, and support ERISA-related documentation and practices. Wealthspire also advises on plan design, including automatic enrollment, contribution escalation, employer matching, and simplified investment options, with the aim of encouraging participation and consistent saving.

For employees, the firm offers individual financial consultations and tailored financial profile reviews covering retirement and other assets, investment choices, asset protection, college savings, IRA rollovers, and diversification. Its investment manager research and proprietary Scorecard System help sponsors assess fund managers, manage risk, and make informed investment decisions.