About RetireRight Consulting Group
RetireRight Consulting Group is a dedicated registered investment advisor (RIA) and fiduciary wealth management firm that prioritizes helping businesses optimize their 401(k) plans and guiding individuals toward a successful retirement. With offices in West Des Moines, IA, and Dubuque, IA, RetireRight Consulting Group offers comprehensive, customized strategies to build wealth, generate income, and secure legacies for their clients. Their AIF®-accredited fiduciaries provide independent, client-focused guidance across a broad range of services, including 401(k) oversight, employee education, compliance, investment management, tax-efficient strategies, estate planning, and risk management. RetireRight Consulting Group is committed to personalized support, ensuring both businesses and individuals receive top-tier service and experienced insights to navigate their financial journeys with confidence.
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
- Noah Brooks, Director of Investments, CMT CIPM
- Dirk Dixon, CPFA®, AIF®
- Dan Kinney, Independent Retirement Consultant, AIF®
- Brian Ormord, Independent Retirement Consultant, AIF®, PPC™, CRPS®
- Kyle Lippold, Financial Planning Consultant, CPFA®