Retirement Solutions

“BRIO’s willingness, patience, and availability to meet with employees, whether one-on-one or in group webinars, demonstrates the consistent excellent customer service that sets Brio apart.

CAROLYN KLEMENS, HR MANAGER, Neighborhood Defender Services, New York

Brio Financial Services is a collection of specialists in the building blocks of retirement financial instruments.

01.

Fiduciary Oversight

Investment Management
Investment Policy Statement
Investment Selection and Monitoring

02.

Employee Education

Educational Materials and Seminars
Education Strategies and Monitoring
Custom Risk and Target Date Models

03.

Plan Management

Issue Resolution
Fiduciary Audit File
Monitoring Fees and Fee Analysis

04.

Cost Containment

Needs Assessment
Benchmarking
Provider Search and Oversight

The greatest impact we have on your overall retirement readiness is by implementing the correct plan design and set your employees on a path to achieve their retirement-plan goals.

Responsible flexibility and options that include customized solutions.

401(k) plans
403(b) plans
Profit-sharing plans
Defined benefit plans
Nonqualified deferred compensation plans
Employee stock ownership plans (ESOPs)
Self-directed brokerage accounts

Take Our 3-Question Quiz

1. Do you, as the Employer, have a documented fiduciary process?*

Yes

2. When issues arise, who is your first phone call? Advisor, Recordkeeper*

Advisor

Recordkeeper

3. What are the goals of your retirement program?*

Download now our white paper on current legal issues facing ERISA retirement plans triggered by COVID-19 and notable opinions from the United States Supreme Court.

Investment Advisory services provided through Aurora Private Wealth, Inc., a Registered Investment Advisor. Certain representatives of Aurora Private Wealth are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC.100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.