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Sanford Advisory Services Retirement Plan Team is ready to work side-by-side with you and your employees to help prepare for retirement.

Customized Participant Education 

At Sanford Advisory Services, we get to know your participants and their distinct needs. You can count on us to deliver tailored group and individual onsite enrollment and education meetings for all of your employees. We will provide participants with a better understanding of the benefits and value of your plan, while also reducing your fiduciary responsibility. We take pride in giving your employees a foundation on which to build an overall retirement strategy and helping them understand the value of the benefits program that you provide.

An experienced team on your side

With any great partnership, it’s prudent that your partner is a great fit. With over 68 years of combined retirement plan leadership, the retirement group at Sanford Advisory Services includes a team of professionals who help you establish and manage an effective retirement program to meet your expectations.

What can we do for you?

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. As an experienced Retirement Plan Team, we offer a high level of service including: 

• Reviewing your plan costs and making fees more transparent
• Helping to improve plan effectiveness
• Assisting you in monitoring your plan’s performance
• Providing customized service to meet your individual needs and your employees’

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