Our Services

About Mariner Retirement Advisors

No matter your journey, we are well suited to it.

Mariner Retirement Advisors is committed to giving your employees the peace of mind and financial independence to retire on their own terms with leading employer-sponsored retirement plans that empower them to pursue their goals.

From building your plan from the ground up to managing or enhancing your existing plan, our team has decades of experience helping clients like you navigate a full range of retirement plan issues, including:

  • Designing your plan
  • Selecting your investments
  • Allocation of your assets
  • ERISA compliance
  • Investment policy statement preparation and maintenance
  • ERISA 3(21) and 3(38) fiduciary services
  • Benchmarking your plan
  • Analysis and benchmarking of your fees
  • Searching for vendors
  • Monitoring your investments

In addition to these core services, our team is well equipped to help with more specialized services and has deep experience in matters of: