Experienced Consultants  + Trusted Path

Let us guide you…

Introductory consultation

Introductory consultation

Understand plan design

Understand plan design

Design fiduciary governance process

Design fiduciary governance process

Review / improve vendor contracts

Review / improve vendor contracts

Investments

Investments

Monitor, manage, stay current

Monitor

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.

 

Our Collective Investment Experience
89+ years