Business Meeting

The Sanford Retirement Plan Team

is focused on providing independent, consultative services to small and medium-sized organizations. We want our clients to think of our team as an extension of their business — helping improve plan outcomes with a holistic approach, including customized plan design, investment selection and financial wellness education for participants.

OUR PROCESS

EVALUATE

initial

evaluation

We truly listen. We'll conduct an unbiased needs assessment & plan evaluation to recommend key strategies based on your interests and those of your employees.

COMPREHENSIVE program design

We help tailor plan features, investment policies and service providers to best support plan goals, while always keeping costs in mind.

Analyzing Graphs

coordinated

implementation

We follow best practices to ensure our clients have the information they need to make informed decisions and meet fiduciary obligations.

Ongoing 

monitoring

We don’t just use tools to monitor plan services and investments. Our internal investment team is focused on finding opportunities to improve our client’s programs.

Organizing Data

Fully Engaged

Retirement-Focused Team

Our team focuses solely on meeting the goals and objectives of our clients’ retirement plan programs. We can tailor an education program to create an effective communication tool in order to accommodate the diversity of our clients’ employees. Our team is experienced in specialty designs such as defined benefit plans, nonqualified plans, and ESOPs to meet the individual needs of our clients.