Get to know us. Founded on a passion for improving an employees ability to save and retire, we’ve developed a revolutionary approach that enables clients make the very best retirement plan decisions.
The Retirement Readiness Institute is a professional fiduciary services firm providing the highest level of independence whose sole purpose is to ensure the plan operates in the best interests of plan participants. This allows the employer to reallocate precious time and resources spent running the plan to running the business.
The Institute is neither a TPA nor record-keeper. The Retirement Readiness Institute, an independent Registered Investment Advisory firm is, “The Alternative Professional Plan Sponsor Solution (TAPPSS™).”
Our Registered Fiduciary™ and CPFA designations are a testament to our commitment to providing Trustees with the highest level of moral, ethical and prudent decision-making processes, potentially reducing a plan sponsor’s liability to the lowest levels allowed by law.
YOUR PATH TO PRUDENT DECISION MAKING AND PLAN OPERATIONS
We accept responsibility for all fiduciary and ministerial plan sponsor duties and responsibilities other than final plan design decisions, providing census and compensation data and remitting plan contributions.