ThirtyNorth Investments offers in-depth expertise in retirement plans and has provided investment advisory and consulting services to plan sponsors for over twenty years. Our comprehensive Thin(k) process assists employers with plan administration.
In recognition that people are a company’s most important asset, the goal for our services is to enable financial security for the retirement of plan participants.
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Our fiduciary retirement plan services include:
ERISA 3(21) or ERISA 3(38) fiduciary services
Consultative support for plan sponsors and business owners
THIN(k) Plan Review proprietary process
Management of plan investment lineup
Customized quarterly reports and periodic presentations
Annual review of Investment Policy Statement
Assistance with plan design
Oversight of recordkeeper and TPA
Facilitation of RFP process for recordkeeper and TPA, as needed
Oversight of conversion process if change in recordkeeper is made
Ongoing assistance with new employee enrollment
Reasonable, transparent fees
Click to learn more about our proprietary process
Find out about our plan offerings
Have a discussion with a retirement plan expert to have all your questions answered.