Brio is THE retirement resource and guide for NDS. Their expertise when we transitioned from one retirement vendor to another was impressive, facilitating the switch and tracking the bureaucratic demands of both vendors. Brio’s willingness, patience, and availability, meeting with employees one-on-one or in group webinars, underscoring the consistent customer service that sets Brio apart. ”
Based on findings from a 2022 survey, plan sponsors find that partnering with a financial advisor results in attracting, retaining talent, and increased retirement readiness.
Brio’s Retirement Solutions team are experts in corporate retirement plans and are frequently quoted in national publications and are proud recipients of industry awards. In the past, they have been named 2022 Plan Advisor of the Year and are consistently included as one of the Top 100 DC Advisor Teams by National Association of Plan Advisors.
We work with companies and their plan participants on the oversight of their employer-sponsored retirement plans. Focusing on solutions for companies and retirement plans of all sizes. Our clients include for profit companies, both publicly held and private, along with non-profit organizations. There is no client too big or too small for us to support.
Brio’s dedicated team provides comprehensive advisor services, which includes serving as plan fiduciary, education strategy, cost control measures and plan design guidance.
Fiduciary
Oversight
Investment Selection & Monitoring
Investment Policy Statement
3(21) and 3(38) Fiduciary Coverage
Employee
Education
Custom Education Materials & Seminars
Education Strategies & Monitoring
1 on 1 education sessions
Plan
Management
Issue Resolution
Fiduciary Audit File
Plan Design & Guidance
Cost Containment
Needs Assessment
Fee Benchmarking
Provider Search & Oversight.
We prioritize education for you and your plan participants over investment products.
The Brio Retirement Solutions team focuses exclusively on supporting participants in retirement readiness. With over 100 years of experience working with retirement plan providers, participants, and plans sponsors, we do things differently.