Broker Check

Corporate Services

We provide assistance to qualified and non-qualified retirement plans in the following areas: design, implementation, communication and monitoring.  We help employees pursue their financial goals and we work closely with your company throughout the planning process to help ensure your program reflects the unique characteristics of your business and your employees.

Our knowledgeable team provides fee and expense analysis, enables you to understand and address your fiduciary responsibilities, assists in drafting plan documents and setting investment policy so you can attend to other critical aspects of plan management, design and compliance. Our comprehensive services include the following:

  • Fee and expense analysis
  • Investment advisory- assistance with selection and monitoring
  • Assist with preparation and review of the plan's Investment Policy Statement
  • Quarterly employee newsletters
  • Trustee meetings
  • Ongoing Investment option review
  • Fiduciary responsibility checklist
  • Plan participant education

Blueprint Financial works with industry leading retirement plan services providers and plan administrators to help meet a broad range of needs for our corporate clients.


  • Evaluate your organization's retirement program needs
  • Provide analysis of anticipated organizational changes (e.g. merger and acquisition)
  • and the impact on your organization's retirement program
  • Monitor industry trends
  • Make recommendations


  • Promote investment diversification
  • Quarterly meetings to assess overall investment program health
  • Updates on new investment options and product offerings that may benefit your plan participants


  • Highly interactive enrollment and participant education meetings
  • One-on-one planning assistance
  • On call by email and telephone
  • Participant surveys


  • Help address risk by assisting you in understanding and managing your fiduciary obligations
  • Assist in preparation and review of your Investment Policy Statement
  • Yearly Investment Policy Statement compliance review


  • Evaluate your plan provider's products and services relative to your organization's needs
  • Provider selection experience and state-of-the-art benchmarking tools
  • Plan transition services
  • Yearly detailed cost-benefit analysis


  • Monitor, evaluate and report performance with administration, employee education, fees, investment options and recordkeeping
  • Periodic benchmarking analysis to compare your retirement program with industry trends
  • Formal feedback and evaluation procedure so we may constantly improve our services
  • Quarterly, semi-annual or annual reviews, as requested