Wealthspire Retirement Advisory

Financial ServicesCalifornia, United States51-200 Employees

NFP, a leading insurance broker and consultant, provides retirement consulting services that help companies and their employees reach their highest potential. Our 200+ retirement team members, including our CFA® Charterholder-led investment team, are strategic partners to clients, with resources and experience that help them anticipate the changing retirement landscape. In addition, our proprietary live-bid benchmarking approach lets us maximize our renegotiating leverage with service providers. We also help plan sponsors navigate fiduciary governance obligations in a complex legal and regulatory landscape, and position employees for financial wellness through behavior-based education and planning solutions.

Every plan sponsor has unique goals and objectives. NFP Retirement’s robust service structure is built to maximize the potential of a retirement plan. Our proprietary investment analysis provides a proven, back tested, CFA led institutional approach to monitor and evaluate fund managers and investment strategies. Our proprietary B3 Provider Analysis™ utilizes live bid benchmarking based on your plan design and demographics to assist with the process of renegotiating with incumbent providers, or finding a new provider, to achieve favorable fees, services and investments. Additionally, our former practicing ERISA attorneys help plan sponsors navigate today’s ever-changing and increasingly complex legal and compliance landscape while reducing exposure to fiduciary liability.


NFP Retirement consults on all retirement plan types, including 401(k), 403(b) and 457 plans, Non-Qualified Deferred Compensation plans as well as Defined Benefit plans. For more information, please visit us at nfp.com/retirement

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