Experienced Consultants + Trusted Path
Let us guide you…
Introductory consultation
Understand plan design
Design fiduciary governance process
Review / improve vendor contracts
Investments
Monitor, manage, stay current
Our Client Assets 1,791,072,234 Under Advisement*
*AUA (Assets Under Advisement): AUA is the estimated dollar value of all assets held by the clients of Guidance Point Retirement Services, for which the firm provides advice or consultation (e. g., investable assets as well as privately held real estate or other illiquid or personal use assets). The amount reflected includes $1,726,808,349 in client retirement plan assets to which Guidance Point Retirement Services provides pension consulting services, as well as $64,263,885 of assets for which Guidance Point Retirement Services provides continuous and regular supervisory or management services. These numbers are as of December 31, 2023.