Fahey
Retirement Partners
Retirement Plans. Redefined
Low, fixed costs | Local and Independent
Plan Sponsors
We help reduce liability, minimize fees, and provide excellent retirement benefits through fiduciary investment advisory service, plan management, and custom employee engagement.
HR Professionals
We see ourselves as an extension of your HR team. Our focus is to help you attract and retain talent while simplifying administrative tasks.
Employees
We provide actionable advice including access to financial planning tools to empower your decisions and financial success.
Services
Plan Level Services
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Fiduciary investment management
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3(21) and 3(38) Fiduciary Services
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Compliance and fiduciary training
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Plan level service and administrative guidance
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Fee benchmarking
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Vendor search services
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Plan design consulting
Participant Level Services
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Financial planning resources
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Flexible education program
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Group enrollment and one on one meetings
Our Approach
Fee
Focused
Our "lowest cost" mentality extends to all costs (including ours!). The industry relies on fees that increase as assets increase. We focus on structuring costs that are fixed to save your employees more of their hard-earned money.
Trusted Partner
Retirement plans are all we do. Being locally owned and independent, we offer objective and advice free of conflicts of interest.
RPAG
Member
We are proud member of RPAG. The Retirement Plan Advisory Group is a leading provider of retirement plan technology including proprietary investment scorecard, fee benchmarking, and fiduciary training.
Think we can help?
Fahey
Retirement
Partners
Milwaukee, WI