Accelerate Retirement

About Accelerate Retirement

<p>CEFEX-certified for Fiduciary Excellence, Accelerate Retirement is built for employers that want a structured fiduciary process for their workplace retirement plan.</p> <p>Headquartered in Aliso Viejo in Orange County, the firm has about 50 employees and offices in Southern California (including Corona), Portland, OR, and other major markets such as Phoenix, Houston, the Dallas–Fort Worth metro, San Diego, the Bay Area, suburban Boston, the Denver area, the Seattle area, the Charlotte-area community of Matthews, and Ellicott City, MD. This multi-office setup supports plan sponsors across many U.S. metro areas.</p> <p>As a <a href="/plan-advisors">plan advisor</a>, Accelerate Retirement works on employer-sponsored retirement plans with support for both plan committees and participants. The team handles fiduciary audits and committee governance work, plan design consulting, and participant advice through workplace financial planning, group education, and targeted guidance.</p> <p>A clear differentiator is the firm’s focus on documented governance work, using fiduciary audits, fee benchmarking, and investment analysis to help committees record decisions and manage fiduciary risk. Accelerate Retirement has also received recognition from NAPA and PLANADVISER.</p> <ul> <li>Fiduciary audit support and governance process support</li> <li>Investment analysis, including target date fund consulting</li> <li>Fee benchmarking and vendor review support</li> <li>Plan design consulting</li> <li>Participant advice: workplace financial planning and group education</li> </ul>

Website: https://accelerateretirement.com/

Employees: 50