Employer-Sponsored Retirement Plan Design and Consulting

Offer your loyal workforce an affordable and attractive benefits package — we can make it easier.

Together we’ll create opportunities

We understand your fiduciary role, compliance obligations, and the importance of smooth plan operations, so you can rely on CLA to help design a customized retirement plan — one that meets the goals of your business and employees.

We’re committed to addressing what matters most to you:

  • Efficient plan operations
  • The rising cost of employee benefits
  • Obtaining competitive plan options at a reasonable price
  • Managing greater regulatory compliance responsibilities
  • Accurately preparing reporting documents
  • Measuring your plan’s effectiveness against industry peers
  • Selecting the right investment options for your employees

Experience our client-focused approach

Our financial advisors understand that retirement plans are really about people. That’s why we serve as objective advisors to your plan’s trustees. Using a consultative approach, we recommend customized strategies, and we’re focused on keeping plans compliant from an investment, operational, and fiduciary perspective.

Our professionals have deep experience serving small-to-midsized privately held companies and start-ups with all types of benefits plans, including: 

We’re one of the leading providers of employee benefit plan audits in the country, and we offer compliance and consulting services that can unlock opportunities for more comprehensive results.  

Retirement plan services for employers

Experience the CLA Promise