For Employers
Where Palisade began.
A craft we still practice.
We help companies and individuals create the optimal plan for retirement — so that a successful and dignified retirement can be achieved after a lifetime of saving and investing. Our principals have established or improved more than one thousand plans over three decades.
Plan Services
A fiduciary at the table,
on your side of it.
Plan Design & Governance
Plan structure, documentation, and a prudent governance process that protects the sponsor as carefully as it serves the participant.
Investment Menus
Fund lineups selected and monitored on evidence and cost — reviewed on a documented schedule, replaced without drama when the data says so.
Fee Benchmarking
Independent benchmarking of recordkeeping and investment costs, so sponsors can demonstrate — not just hope — that fees are reasonable.
Participant Outcomes
Education and guidance measured by the only number that matters: whether employees actually arrive at retirement ready to retire.
Sponsors work directly with the same principals who serve our private wealth families — advisers who spent decades as fiduciary consultants to brokerages, financial advisors, actuarial consultants, and recordkeepers, not just employers, and who have been named among the top retirement plan consultants in the country.