Secure the future of your employees

We know you care deeply about the future of your company and your employees. After all, your employees are more than people who just punch a clock. That’s why we want to help you give them something a little extra.

Yellow Cardinal Advisory Group provides review and oversight of your retirement plans to ensure they help give employees an easy way to save for the future – and an even better way for you to earn their loyalty. Put your employees on a path to financial success with a retirement plan that works as hard as they do.

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Smiling colleagues conversing at a conference table
Smiling colleagues conversing at a conference table

Plan administration and design

Complimentary review and analysis

Our process evaluates your business, your plan options, and how it all interacts with your payroll system. This review saves your leadership team time and serves as proof you've done your fiduciary due-diligence. We typically generate a reduction in expenses as we identify the best plan options for your needs.

1:1 dedicated team

You'll have an entire team assigned to your plan offerings ensuring fair and equal access to all employees. We carefully select the providers we work with that have a dedicated line of support for you. You'll have a single point of contact, which means you'll always have access when you need it.

Ongoing employee education

As part of our ongoing monitoring and reporting we'll do annual plan reviews with you to ensure your satisfaction. As part of these reviews we offer complimentary educational meetings for your employees, so they have the best possible understanding of their plan and investment opportunities.

Pricing transparency

The best surprise, is no surprise. That's why we ensure you know the full cost of your retirement plan. You'll know the exact prices of every element, from administration to investment fees, up front. Already have a plan? We'll provide a side-by-side cost review to make sure you are getting the most for your investment.

Fiduciary investment management

Let us take the pressure off you by assuming the role of ERISA 3(38) Investment Fiduciary to your plan. This allows us to absorb the liability risk for your plan's ongoing investment management. We'll then select, monitor, and replace funds as necessary in your retirement plan lineup. By constantly monitoring your plan's offerings, we help ensure you meet your fiduciary responsibility to the plan and provide all necessary documentation as well.

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Our retirement plan services

Offering a high-quality retirement plan allows your employees to easily save with confidence and puts them on a path to financial success after their working years. Our service offerings include:

  • Assistance with plan design
  • Participant record-keeping options
  • Investment management and research
  • ERISA 3(38) Investment Services
  • Dedicated account manager
  • Regular education for you and your employees
  • Full fee transparency

More market insights, more informed decisions.

Markets move and trends change, but one thing remains consistent: First Word on the Market by Yellow Cardinal.

Our monthly investment updates provide timely, insightful commentary and market trend analysis from our financial pros. We strive to help you make more informed financial decisions and gain a more complete understanding of the market.

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