Simplifying
the Complex World of
Retirement Plan Governance
It’s Time to Make a Change
As Margins Decrease and Complexity Increases, Retirement Plan Advisors Require a Scalable Governance Solution
That’s where we come in. We keep your governance and documentation in compliance and easy to manage, mitigating risk for your plan sponsor clients. Our streamlined governance framework allows advisors just like you to select a level of service that best suits your needs so that you can save time, manage risk and secure new business – everything you’ve been looking for and more.
Which Option is Right For You?Â
We Offer More Than Just Whitepapers.
Say Hello to Actionable Tools + Training
Discover Navigator
Support your clients more efficiently with strategically curated resources that combine the expertise of ERISA attorneys with the practicality of an advisor’s perspective.
- Branded Monthly Compass Newsletter
- Quarterly Webinar Series
- Marketing and Sales Resources
- Access to ERISA Help Desk
- Sales Materials, Tools and Templates
- Consistent & reliable information for clients of any size
- Guidance on Complex Regulations and Requirements
Advisor Consulting
Common consultation topics include:
- Risk Management
- Practice Management
- Compliance and Governance
- Sales and Marketing
- Technology Implementation
Speaking & Moderating
We guarantee relevance by customizing topics and ensuring compliance with your policies and procedures.
- Webinars
- Custom Requested Presentation
- Boot Camps ( 3-5 hrs. )
- Ethics Classes for CE Credit
- Panelist Moderation
See Us In Action
Welcome to Endeavor Retirement
At Endeavor Retirement, we’re on a mission to simplify governance so that advisors and plan sponsor clients are empowered to help participants maximize savings for a successful retirement. One advisor at a time, our job is to help each advisor we work with shine bright.
Let Us Know How We Can Assist You
Endeavor Retirement is here to help. Contact us now to get in touch with a member of our team.