A new approach To Governance

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

Save Time

Manage Risk

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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.

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Advisor Tools + Training

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

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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

1

Let's chat

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

2

Choose Your Governance Path

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

3

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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