Strategic Retirement Plans

Aventine Strategic Retirement Plans is an investment advisory service designed for business owners and/or plan trustees of qualified retirement plans to help reduce fiduciary liability. We will work with your investment committee and plan trustees to outline an investment plan for your organization.

Investment Minimum: $3,000,000

Strategic Retirement Plans:

  • Retirement 401(k), 403(b), or 457 Plans
  • Mutual Fund Review and QDIA Selection
  • Investment Allocation Models
  • Investment Policy Statement Development
  • Plan Sponsor & Employee Education
  • Select Third Party Administrator (TPA)
  • Endowments and Foundations