Our Story & Philosophy
Founded in 2021, Retirement Impact was built on a simple premise: plan sponsors deserve independent, conflict-free advice that focuses entirely on outcomes.
Our Mission
To empower employers to build exceptional retirement plans that secure their employees' financial futures, while minimizing corporate liability and administrative burden.
Independent Fiduciary
We do not sell proprietary funds or receive hidden commissions. Our loyalty is entirely to the plan sponsor and the participants. Your success is our primary metric.
The Concierge Approach
We bring institutional-grade investment consulting and highly personalized service to corporate retirement plans. You get a dedicated team, not a call center.
Why Independence Matters
Many retirement advisors are affiliated with recordkeepers, wirehouses, or large aggregators — working within curated fund lists and standardized models that may not reflect the specific needs of your plan. Those structural relationships can create conflicts of interest that may put your participants' outcomes second.
Retirement Impact is built differently.
As a fully independent group of investment advisor representatives, we answer to no platform, no proprietary mandates, and no predetermined recommendations. We operate as a fiduciary under ERISA 3(21) or 3(38), with the freedom to evaluate the full market — identifying recordkeeping platforms, investment structures, and educational tools that are designed around your specific workforce and objectives. Every recommendation we make starts with your plan, not a predetermined menu.