RetireRight Consulting Group

Retirement Plan Advisor

West Des Moines, IA

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).

PlanSponsorAssetsParticipants
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®

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