Retirement Plans

About 

Not all Retirement Plans are created equally. Some companies pay higher fees than necessary, receive poor service, or have limited fund options available to them. We seek to provide better plan options with better service for a lower cost. Having been Retirement Plan specialists for over 20 years, we have built strong relationships with may of the best regarded Retirement Plan Sponsors in the industry that may result in competitive rates, knowledge of many types of financial products, and a wealth of information and insight.

  • Fiduciary Role
  • Plan Benchmarking
  • Low Fee, High Value Plan Options
  • Target Date Funds, Flex Path and Collective Investment Trusts (CITs)
  • Fund Scorecard Process
  • Financial Wellness Programs for Employees

If you currently have a company plan but want to find out how your plan fees and fund options compare, consider having Echelon Group do an objective Benchmarking analysis of your plan.

A Regional Agency with National Expertise 

Echelon Group is a member of Retirement Plan Advisory Group (RPAG). For over ten years, Echelon Group clients have benefited from the technology, training, and resources we access through RPAG. The associates of Echelon Group are proud to be partnered with KMS Financial Services, Inc. as our registered broker dealer and an SEC Registered Investment Adviser based in Seattle WA. KMS provides valuable resources, training and support services to the associates of Echelon Group and our clients.

Our Mission 

Echelon Group's mission is to improve the well-being of employees, their families, and our community as a whole by providing innovative and custom employee benefit solutions and comprehensive financial services. We help employers maximize each benefit per dollar, increase employee satisfaction and productivity, and support HR leads with needed resources.

Connect with our team!

Email Us Schedule a Meeting 208.345.9944

Connect with our team!

Email Us Schedule a Meeting 208.345.9944