A new approach To Governance

You’re a talented retirement plan advisor, you shouldn’t have to be a governance expert too.

Grow Your Business

Save Time

Manage Risk

Businessman And Businesswoman Meeting In Office

It's Time to Make a Change

As margins decrease and complexity increases, retirement plan advisors require a scalable governance solution

Don’t leave your plan sponsor clients open to risk; partner with a trusted source to keep your governance and documentation in compliance and easy to manage. Our governance framework allows advisors to select a level of service that suits their needs best to save time, manage risk, and secure new business.

Simplifying Governance

Say goodbye to dusty whitepapers and hello to actionable tools + training.

Young smiling business woman giving presentation to coworkers

Advisor Tools + Training

Go beyond the white papers and conversations with tools, training and actionable documentation that streamline your governance processes.

Team of Successful Businesswomen in Meeting

Advisor Coaching + Support

You’ve got better things to do than wade through complex governance challenges. You handle the investments and turn the rest over to us.

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Continuing Education

Bring expert talent to your organization, conference and publications to simplify governance complexities and provide actionable insights you can use for your business.

At Endeavor Retirement, we’re on a mission to simplify governance so that advisors and their 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 for each of their clients.

Our Three-Step Process


Let's chat

Book your discovery session to discuss your problems so that we can find your solutions.


Choose Your Governance Path

Decide what level of support works best for you: show you, do it with you, or do it for you.


Get Growing

Put the wheels of governance into motion to grow your business with peace of mind

So many headlines circling and still feeling lost?

The Navigator, a dynamic comprehensive platform is here to guide the way

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