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Retirement Services


Securing a comfortable retirement can be an important goal for employees, and it can bring tremendous responsibility for an organization. In today’s fast-paced environment, employers have limited time to understand their fiduciary responsibilities, make sure their plan is compliant, and communicate the plan benefits to employees.

Rogers & Young works closely with plan sponsors and employees to create an effective retirement program. We provide independent advice and create a solution that utilizes the best products and services available. Rogers & Young acts as the single point of contact for all retirement plan needs so our clients can focus on running their business.

Here are some of the services we offer:

  • Plan and Vendor Evaluation
  • Fiduciary Guidance
  • Investment Guidance
  • Investment Monitoring
  • Plan Sponsor Service Support/Problem Resolution
  • Employee Communication
  • Quarterly and Annual Plan Review
  • On-Site Educational Seminars