Company Retirement Plans

As one of the region’s leading providers of retirement plan advice, Blue Rock 401K Group focuses on helping companies design, implement and monitor their retirement plans. We have created successful processes that make the selection and monitoring of retirement plans manageable for companies of all sizes. Our expertise to deliver an optimum retirement plan solution sets us aside from other retirement planning firms.

Blue Rock 401K Group works with Plan Sponsors to ensure the owner / fiduciaries / trustees of the retirement plan are aware of their responsibilities and have the appropriate procedures in place to minimize risk.

We will provide the Plan Sponsor with an objective and independent analysis which includes: fiduciary education, fee benchmarking, analysis of investment policy statements, analysis of the plan design process/compliance, and documentation.


Kelly Kacz

CCO & Client Relations Manager

Want to find out more about our customized company retirement plan solutions?