We Evaluate.We Negotiate.You Select.

How We Can

  • Monitor ERISA Compliance
  • Implement Risk Reduction Measures – Company/Plan Fiduciaries/Committee
  • Structure/Documented Repeatable, Risk Reduction Process
  • 401k/403b/Profit Sharing, Defined Benefit and Non-Qualified Compensation
  • Identify Best In Class Retirement Plan Platform Providers
  • Monitor Fund Manager Performance

How We Prepare
Plan Participants

  • Pursue Plan Cost Reductions
  • Promote Financial Wellness, Improved Education Outcomes
  • Focus on Retirement Income Replacement – Increasing Healthcare Costs – Debt/Student Loans Impact
  • Create Awareness of Relevant Software Tools


As a 3(21) fiduciary, Treasury Partners must always act in the best interests of both the plan sponsor and the plan participants. (Upon request, our team can also act as a 3(38) fiduciary.)

To help minimize potential conflicts, we maintain relationships with plan providers who can add appropriate levels of fiduciary oversight on behalf of the participants.


Managing Director Steve Bogner has been named to the Financial Times 2020 listing of the country's 401 Top Retirement Plan Advisors.

Reducing Risks. Assessing Costs.

Retirement plans are required to meet “reasonability” standards regarding costs and there are many factors plan sponsors
must consider in selecting cost efficient platform.

2023 Cost of Living Adjustment Index (COLA)

The IRS has adjusted most dollar limitations for defined contribution and defined benefit plan for the 2023 tax year.

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401(k) Reenrollment Strategy

Employing a Qualified Default Investment Alternative (QDIA) strategy may lead to a reduction in plan costs and to limiting the plan sponsor's fiduciary liability.

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NonQualified Deferred Compensation Plans (NQDC)

NQDCs are exempt from most ERISA provisions and can be highly beneficial to plan sponsors and certain participants.

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Challenging Excessive Fees - Emerging Trend Among Small Plan Participants

Lawsuits involving small 401(k) plans are being filed in increasing numbers throughout the United States.

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Speak with Our Barron’s
Top-Ranked Team Today

Speak with Richard and the Team