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Your Employees. Your Plan.

Take control of your retirement plans with the support and expertise of Reedmark Advisors. There are no limits.

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Expand Your Perspective.

Allow your retirement plans to become a strategic component in your relationship with your employees.

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Welcome to Reedmark Advisors, LLC

Reedmark Advisors is a boutique retirement plan consulting firm providing services to mid-size employers, large non-profit organizations, and healthcare systems. Our Fiduciary and Non-Fiduciary services are geared toward employers who recognize sponsoring a retirement plan for its employees is a major responsibility. It is a responsibility that requires comprehensive and process driven handling that addresses the compliance and fiduciary obligations outlined within the Employee Retirement Income Security Act of 1974 (ERISA). Our Senior Staff has over 80 years’ of experience working with qualified and non-qualified retirement plans.

Retirement plans are our business. Allow us the opportunity to demonstrate the difference dedicated professionals can make to your company, business, organization and employees.

Plans we serve

The Reedmark Advisors’ Professional Staff provides services to the following types of retirement plans:

  • 401(a) Plans
  • 401(k) Plans
  • 403(b) Plans
  • 457(b) Plans
  • 457(f) Plans (Supplemental Executive Retirement Plans)
  • 409A Plans Non-Qualified Deferred Compensation Plans
  • Defined Benefit Plans – Traditional and Cash Balance
Call us to schedule an appointment with one of our professionals.
973-360-5931

Our Services

Consulting Services

  • Actuarial services
  • Retirement plan assessments
  • Compliance evaluations
  • Fiduciary assessments
  • Plan design reviews and evaluations
  • Plan benchmarking
  • Plan studies
  • Audit support services

Investment Services

  • Creating and maintaining Investment Policy Statements
  • Developing fund options for 401(k), 403(b), 457(b) and 457(f) Plans
  • Preparing quarterly performance reports
  • Developing investment portfolios for Defined Benefit Plans
  • Institutional mutual fund utilization
  • ETF portfolios (where appropriate)
  • Hedge Funds
  • 3(21) fiduciary services
  • Investment Manager searches and evaluations

Operational Services

  • Develop and maintain Committee Charters
  • Retirement plan committee establishment and operation
  • Record-keeper selection services
  • Vendor service agreement review and re-negotiation
  • Plan document services
  • 3(16) services
  • Attendance at all retirement plan committee meetings

 

Reedmark assists you and makes sponsoring your retirement plans as painless as possible. Our time-tested processes and strategies will leave your plan(s) in good standing.

 

 

Meet Our Team

Our dedicated Team members are experienced retirement plan professionals.

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Industries we serve

  • Large healthcare and healthcare systems
  • Large professional service corporations
  • Banking, thrift and large credit unions
  • Manufacturing
  • Governments
  • Multi-site and multi- state retail operations