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Retirement Plan Consulting

Hawthorne Financial's foundation was started with a major focus on retirement plan consulting to businesses, local governments, and non-profits. We offer a high-level service model, expertise, and experience working with retirement and executive benefits plans. Our scope of services includes 401k plans, profit sharing plans, defined benefit plans, 457 plans,  403b plans, and deferred compensation plans. We have long term relationships with local and regional TPA's as well as bundled providers from some of the largest U.S. money management firms.

Our planning process starts with a seven step collaborative review of your existing benefits:

Plan design and document review

Vendor search and benchmarking including fee transparency

Fiduciary oversight to minimize Trustee fiduciary liability

Investment recommendation and monitoring, open architecture with no proprietary fund requirements

Help develop investment policy statement and QDIA default options

Effective outreach services including customized group and individual participant meetings

Annual review to insure plan is performing to its potential by improving asset allocation, participation, and deferral rates

Each of these services can be delivered bundled or on a stand alone basis.

With over four decades of qualified and non-qualified plan experience, you can rely on our strength and stability to be there for the long term. At Hawthorne Financial, we are committed to your success and focused on results by improving your plan and empowering your employees with the tools they need to be "retirement ready".