ThirtyNorth Investments offers in-depth expertise in the retirement plan arena, and has provided investment management and consulting services to retirement plan sponsors since its founding. We are dedicated to improving the retirement readiness of those we serve and we are driven by the retirement crisis in the U.S., with an estimated 55% of all U.S. workers having less than $50,000 saved for retirement.*

We embrace our status as a Registered Investment Advisor, which positions us well to fulfill the requirements of pending Department of Labor regulations. Our commitment to serving as a fiduciary for all clients has long been embedded in our culture, and we enjoy the ability to render independent and objective advice. We are sensitive to the obligation of plan sponsors to manage costs while maintaining outstanding service and investment options, and endeavor to partner with the best and offer highly competitive services.

People are a company’s most important asset, and their sense of financial security is a critical measure of the health of their retirement plan. ThirtyNorth Investments’ open architecture platform for designing plans includes an expertly chosen array of investment options designed to meet the unique needs of our clients for a reasonable, transparent fee. The list of retirement plan services that we offer includes, but is not limited to, the following:

“In a nation where 55% of all workers have less than $50,000 saved for retirement, we are driven to improving the retirement readiness of those we serve.”

  • Management of plan investment lineup, including customized quarterly reports
  • Periodic review of Investment Policy Statement
  • Assistance with plan design to encourage retirement readiness of participants
  • Oversight of the plan recordkeeper and third party administrator
  • Periodic in-person presentation to the plan committee in review of the plan performance
  • Consultative support for plan sponsors and owners
  • Facilitation of RFP process for the engagement of recordkeeper and/or Third Party Administrator as needed
  • Oversight of conversion process if change in recordkeeper is made
  • Optional individualized investment consultations with plan participants
  • Optional creation and maintenance of customized investment portfolios for participants as an option on the investment platform
  • Optional ongoing assistance with enrolling new employees into the plan

As pensions decline in popularity and political uncertainty continues to raise concerns about future of Social Security benefits, employer retirement plan sponsors are being made more alert to their responsibilities as fiduciaries. ThirtyNorth has stepped in to serve as an objective, independent expert that specializes in retirement plan administration and retirement readiness success.

* Value of savings and investments, excluding primary residence and Defined Benefit plans. Source: 2017 Retirement Confidence Survey, Employee Benefit Research Institute and Greenwald & Associates.


DISCLOSURES | © 2017 Copyright - Thirty North Investments