Retirement Plan Solutions

At Mariner Wealth Advisors, we partner with plan sponsors to help employees achieve retirement readiness. 

Mariner Wealth Advisors – Retirement Plan Solutions Overview

At Mariner Wealth Advisors, we partner with plan sponsors to help employees achieve retirement readiness. Our retirement plan professionals have decades of combined experience creating custom plans designed to provide employees the peace of mind and financial independence to retire on their own terms. From building your plan from the ground up, to managing and enhancing your existing plan, we provide a wide range of services, including:

  • Plan design
  • Investment selection
  • Asset allocation
  • ERISA compliance
  • Investment policy statement preparation and maintenance
  • ERISA 3(21) and 3(38) fiduciary services
  • Plan benchmarking
  • Fee benchmarking and analysis
  • Vendor searches
  • Investment monitoring

Benefits for plan sponsors

The ultimate goal of any employer-sponsored plan is to help employees achieve retirement readiness. However, a well-designed plan can also be a differentiator for your company by helping you attract and retain qualified employees. As your retirement plan partner, we help you design, implement and maintain a high-quality plan to meet the specific needs of your participant base.

We offer:

  • Comprehensive consulting – We work to help ensure all aspects of your plan are working for your company and employees.
  • Fiduciary responsibility – Our sole focus is to act in your best interest, seizing opportunity when it arises to help ensure your investments continue to move your plan and employees toward their goals. 
  • Plan protocol – Our plan development strategy is designed around our relationship with you to help ensure your company’s retirement plan is built to meet your employees’ needs. 
  • Evaluation of service providers – We help you determine the service providers that are appropriately suited to meet the needs of your plan and participants. 
  • Vendor and provider management – Your company’s goals and challenges are unique. We help you evaluate vendors and providers to help ensure your plan is meeting those goals both today and long into the future. 
  • Continuous monitoring and assessment – Building a quality retirement plan is just the beginning. We periodically evaluate your plan’s performance and recommend changes as necessary to help ensure it remains competitive in an ever-changing retirement and investment landscape.

Benefits for participants

Ask 10 of your employees what they’d like their retirement to look like, and you’ll receive 10 very different responses. So, does it really make sense to use the same approach to educate every employee? Since their first day of work, many employees have worked to ensure they are financially ready to live the lives they’ve dreamed of. It’s up to you to support them in this pursuit. We’re here to support you.

To help your employees establish and pursue their personal financial goals, we provide:

  • Education – Through webinars and other online tools, your employees will learn to build and manage their wealth in the years leading up to retirement.
  • On-site meetings – Face-to-face meetings with your employees allow us to build trust and enhance understanding of your plan, its nuances and how to get the most out of the tools and opportunities it provides.
  • Communication – Communicating with your employees is key to your plan’s success. We work to keep employees apprised of updates to your plan to help them feel empowered, informed and connected.
  • Wealth management – In addition to retirement planning, Mariner Wealth Advisors provides holistic wealth management services to help ensure all aspects of your employees’ financial lives are well cared for.


Plans We Support

Our retirement plan solutions team is well-versed in a wide range of plan types.

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Other Services

Your retirement plan is impacted by more than just investment performance, we’re here to help you navigate a wide range of challenges. 

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meet the team

Our goal is to help you build and manage leading retirement plans that help you attract and retain the most qualified employees.

Meet The Team


Our team is certified by The Center for Fiduciary Excellence (CEFEX) as meeting the standards described in the handbook “Prudent Practices for Investment Advisors.”

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