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Retirement Plan Sponsors

Retirement plan consulting is one of our core competencies – supported by a dedicated team of highly tenured retirement plan specialists. For over 30 years, Orgel Wealth Management and its predecessor practices have provided comprehensive services to sponsors of qualified retirement plans, including a full spectrum of defined contribution plans (e.g., 401(k) plans, profit sharing plans) and defined benefit plans (e.g., pension plans).

Fiduciary Support

Being a retirement plan’s fiduciary comes with a responsibility that should not be taken lightly. Orgel Wealth Management assists plan sponsors with understanding and managing their fiduciary obligations and serves our plan sponsor clients as a co-fiduciary.

Plan Design and Governance

An effective retirement plan begins with thoughtful plan design. Orgel Wealth Management listens to and partners with plan sponsors to create and administer retirement plans that maximize the value received by plan sponsors and participants.

Participant Education

A well-designed retirement plan must be understandable, accessible, and engaging to plan participants. In addition to developing customized education programs, our participant education team is available to provide guidance directly to plan participants, taking the complexity out of investing for retirement.

Investment Selection and Monitoring

A prudent investment process must be both consistent and flexible. Our investment selection and monitoring process provides plan sponsors with timely, actionable information and plan participants with competitive investment offerings.