About RetireRight Consulting Group
<p>Across central and eastern Iowa, RetireRight Consulting Group works with businesses that want a 401(k) plan run with clear fiduciary process and day-to-day attention. The firm is a registered investment advisor (RIA) with offices in West Des Moines (headquarters in the Des Moines metro) and Dubuque in the Tri-State area.</p> <p>RetireRight Consulting Group advises employers on plan design and ongoing plan oversight, and it can act as a 3(21) fiduciary to help sponsors document investment decisions and monitor the lineup. The team also provides employee education and one-on-one participant advice for workers making contribution, allocation, and retirement-timing decisions.</p> <p>AIF®-accredited fiduciaries are part of the practice, which helps sponsors build a repeatable process around investment review and compliance tasks. RetireRight Consulting Group also handles wealth management work for individuals, with services that include investment management, tax-efficient strategies, estate planning, and risk management.</p> <ul> <li>401(k) plan design support</li> <li>3(21) fiduciary investment oversight</li> <li>Participant education and individual advice</li> <li>Plan compliance guidance for sponsors</li> <li>Investment management and related personal planning services</li> </ul>
Website: https://www.uretireright.com/
Office Locations
- West Des Moines, IA (Headquarters)
- Dubuque, IA
Accreditations & Certifications
- AIF®
Services Offered
- Plan Design Consulting
- 3(21) Investment Advisor
- Participant Investment Advice
- Compliance Services
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| RMH SYSTEMS, INC 401(K) PLAN | RMH SYSTEMS, INC., IA | $26M | 120 |
| PRIORITY ENVELOPE, INC. 401(K) RETIREMENT PLAN | PRIORITY ENVELOPE, INC., MN | $10M | 159 |
| TANTARA TRANSPORTATION CORP. 401(K) PLAN & TRUST | TANTARA TRANSPORTATION CORP., IA | $3M | 73 |
Team Members
- Tim Olejniczak, Financial Advisor
- Dirk Dixon, CPFA®, AIF®
- Noah Brooks, Director of Investments, CMT CIPM
- Brian Ormord, Independent Retirement Consultant, AIF®, PPC™, CRPS®
- Dan Kinney, Independent Retirement Consultant, AIF®
- Kyle Lippold, Financial Planning Consultant, CPFA®