Teros Advisors

When do you really need a retirement advisor?

Is the burden of managing your plan interfering with your business?
Are you unsure if your current plan offers participants the best investment options?
Do you suspect your current advisor could be doing more for you?
Would you like help setting up a company retirement plan for the first time?

People call us for a few different reasons.
If you’re asking the question—When do I really need an advisor?—it’s probably time for a conversation.

Start by telling us a little more about yourself.

Is your retirement plan working for you?

If you just want some fresh eyes (and minds) on your existing retirement plan, try the Teros 10-Point Assessment. We’ll investigate every aspect of your plan and tell you what’s great, what could be better, and what to do next to get the best value and outcomes possible.

Assessment includes:

Forensic Fee Analysis
Recordkeeper/Provider Searches
Stable Value Consulting/Search
Target Date Fund Analysis and Search
Fiduciary Assessments and Reviews
Asset Manager Search

No contracts. No strings attached. Nothing to lose.

When do you really need a retirement advisor?

Start by telling us a little more about yourself.

Is your retirement plan working for you?

Fiduciary e-Document SystemClient Portal

Fiduciary e-Document System
Client Portal