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Corporate Retirement
​Plan Services

Custom, fiduciary-focused solutions to help your business optimize retirement outcomes for employees.

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Overcome corporate retirement plan management hurdles.

Managing a company’s retirement plan, such as 401(k) or 403(b), can be complex and challenging. Many plan sponsors face difficulties in optimizing retirement benefits while ensuring compliance with fiduciary responsibilities.

​These challenges can both hinder employee satisfaction and impact retention, like: 
  • Navigating the complexities of 401(k) management alone
  • Understanding and avoiding ERISA regulatory risks
  • Trouble finding and explaining investment options
  • Anxiety over poor employee retirement outcomes
  • Confusing and complicated paperwork
  • Inadequate employee education about the plan
  • Concern about potential legal issues
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With Carnegie Retirement Plan
​Management, you can expect:

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Fiduciary Governance

Comprehensive and ongoing fiduciary guidance, training, and support to mitigate potential liabilities.
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Vendor Management

We analyze and benchmark pricing, cost vs. value, variance of service offerings, and more to support your bottom line.
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Plan Administration

Plan design assessments that strive to increase an employer’s benefits ROI while striving to enhance participant retirement outcomes.
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Investment Management

Current market updates and periodic reviews, using our quantitative fund scoring system.
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Employee Engagement

Highly customized plan participant content structured to help optimize outcomes and increase financial wellness.
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Leverage our co-fiduciary expertise for:

• Enhanced compliance with regulations.
• Hassle-free plan management.
• Increased employee satisfaction.

Carnegie Investment Counsel’s Retirement Plan Specialists collaborate closely with plan sponsors to optimize their company-sponsored retirement plans. As your trusted co-fiduciary, we bring a wealth of knowledge and experience to you and your plan participants. Our comprehensive services encompass plan design, investment selection, ongoing monitoring, and employee financial wellness programs—all tailored to meet the specific needs of your organization and employees. 

Partnering with Carnegie helps your retirement plan maintain compliance, assists with efficiency, and is also highly beneficial for your employees. Companies may experience increased employee participation and satisfaction, optimized investment options, and enhanced financial wellness knowledge.

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Taking the Weight Off Plan Sponsors

We understand the pressures of managing a corporate retirement plan and the importance of getting it right. Carnegie Investment Counsel provides not only specialist advice but also the practical tools and resources needed to fulfill your fiduciary duties effectively and efficiently. Together, we can:
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Decrease
​Liability

Get detailed investment plan policies and disclosures that help mitigate your compliance risk and personal liability. Your retirement plan advisor will tailor corporate retirement solutions for your company while lowering costs and enhancing employee benefits.
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Reduce
​Regulatory Risks

The Employee Retirement Income Security Act (ERISA) includes regulations from the U.S. Department of Labor that govern the creation of employee benefit plans. We’ll work closely with you and your business with the goal of implementing an ERISA-compliant retirement plan that minimizes risk.
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Boost
​Productivity

Motivate your team with the benefits they want and the financial guidance they need to thrive. Our corporate retirement services include hosting educational programs and coaching sessions to help employees improve their financial health and be more engaged at work.
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Lower
​Turnover

A poorly constructed retirement plan increases employee turnover, harming your business. Not only is high turnover costly, but it also negatively impacts company culture. Get a corporate retirement plan that motivates your staff to stay and reduces disruption to operations.
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We manage all types of employer-sponsored retirement plans

  • 401(k) Plans
  • 403(b) Plans
  • 457 Plans
  • Defined Benefit Plans
  • Profit-Sharing Plans
  • Employee Stock Ownership Plans (ESOPs)
  • Cash Balance Plans
  • Money Purchase Pension Plans
  • SIMPLE IRA Plans
  • SEP IRA Plans
  • Non-Qualified Deferred Compensation Plans (NQDC)
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Personalized coaching and
​workshops for plan participants.

Along with a well-constructed plan, give your employees financial planning tools and resources to help them more easily overcome obstacles and reach their goals, both now and down the road.

We provide ongoing participant support through workshops, as well as group and individual coaching sessions, so your employees can work towards true financial wellness. Participants can expect improved financial literacy, debt management advice, financial goal-setting, and increased retirement confidence.

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In-person Education
​Group workshops, 1-1 sessions, combo sessions
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Virtual Education
​​Educational videos, financial games

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Retirement Help Center
​1-800 helpline with licensed advisors
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Financial Wellness
​Holistic planning, engaging technology

How to get started with superior retirement plan management.

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Book a consultation

Schedule a free benchmarking consultation to discuss your current retirement plan and explore improvement opportunities.
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Receive tailored advice

Our team analyzes your plan against industry benchmarks and provides specific recommendations for enhancements.
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Implement changes​

Work with us to implement the recommended strategies and improve the performance of your 401(k) plan.
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Not all Retirement Plan Advisors
 are created equal.

Most advisors only offer Investment Analysis—putting most plan management responsibilities on a Plan Sponsor’s shoulders. As an RPAG (Retirement Plan Advisory Group) Advisor, Carnegie utilizes robust technology, systems, and services to help create successful retirement plan outcomes for plan sponsors and participants alike.

Our all-encompassing services

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Whether you invest with us or with someone else, we want you to feel empowered.

Download our free guide
Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. ​For more information please visit our full disclosures page. ​

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Locations

Canonsburg, PA
Cincinnati, OH

Cleveland, OH

Cranberry Township, PA

Ft. Myers, FL

Los Angeles, CA

Philadelphia, PA

​Sag Harbor, NY

Stamford, CT

Toledo, OH

©2025 Carnegie Investment Counsel. All Rights Reserved. 
  • Personal
    • Investment Management
    • Wealth Management
  • Corporate
    • Corporate Retirement Plan Services
  • Nonprofit
    • Foundations and Nonprofits
    • Associations
  • About
    • About Carnegie
    • Team
    • Disclosures
  • News & Insights
    • Media Wall
    • Carnegie Investment Counsel Blog
    • Nonprofit Investment Blog
  • Contact
    • Talk to An Advisor
    • Request for Proposal
    • Offices
    • Careers
  • Client Login
    • Carnegie Login
    • Eagle Ridge Login