OUR STORY
After nearly twenty years of superior services in the retirement plan arena, we have extended our client first model into recordkeeping services. As we looked around for a solid solution in recordkeeping, one that did not overburden a sponsor, or try to insert itself into our client’s lives, we were surprised to find a lack of reliable service providers who focused on exceptional service with equitable fees that work for small and large plans.
The Solution
After continually getting requests from clients for a solution, we decided to step up and become a solution not just for our clients, but for many others looking for these same services. After a while, we decided that for our recordkeeping business to really be accessible for all, we needed to separate it out, and Evolve Retirement Plan Solutions was born.
Our firm takes great pride in offering personal service with a small business touch, combined with the expertise of a large firm for all of our sponsors, participants, advisors and TPAs.
Learn more about our recordkeeping platform or how you can partner with us.