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

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.

 
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