Collaborative Approach
Plan Sponsors
  • Co-fiduciary coverage.
  • Define and document the Plan’s Investment Policy Statement. Manage the plan consistently and in a manner appropriate with industry regulations and trends.
  • Ongoing plan management, governance, and oversight.
  • Customized features and benefits to fit organizational objectives.
  • Monitor fees and expenses closely, making changes where appropriate to lower participant costs and ensure transparency.
Plan Participants
  • A commitment to exceeding the expectations around accessibility and responsiveness.
  • Individual employee meetings with their EMBREE financial advisor.
  • Group education sessions to discuss saving disciplines and income replacement strategies.
  • Dedicated to working with employees through interaction, preparation, and education providing a practical and tangible snapshot of their personal financial health.
  • Ongoing communication keeps clients informed of their progress and allows us to educate on forward looking, wealth related issues.
Plan and Participant Services
  • Create a highly attractive benefit for employees and plan sponsors.
  • Expense management and fee disclosure at every level.
  • Formalized process for review and supervision of the Plan investment options.
  • Strive to provide a positive experience through regular contact, ongoing support, and customized advice.

$1.3 Billion Under Management

Matthew Stadler

Investment Advisor

Have a question about your Retirement Plan?

Plan Design & Administration

  • Features
  • Benefits
  • Platforms
  • Expenses
  • Industry Trends

Governance & Investments

  • Formalized Process
  • Co-Fiduciary Coverage
  • Fee Transparency
  • Benchmarking
  • Investment Policy Statement

Employee Wellness & Education

  • Group Meetings
  • One-on-One Individual Advice
  • Quarterly Newsletter
  • Reachable via email/phone
  • Retirement Planning
Login Form
Register Form