WE HELP EMPLOYEES RETIRE BETTER
Plan Health Design
PHD. is your FeeOnly401kAdvisorSM
Healthy Retirement Plans
Just as a company’s medical benefits are supported with a Wellness Plan, we believe that a company’s retirement benefits should be undergirded with a Health and Wellness System that supports compliance, due diligence and proper fiduciary oversight while also producing healthy outcomes.
Healthy Retirement Outcomes
We focus on measurable outcomes and utilize third-party benchmarking studies to demonstrate that the plan is always working towards improvements in health. The goal of our client-focused, model is producing employees who understand, appreciate and participate in the company retirement plan.
Healthy Retirement Plans
Just as a company’s medical benefits are supported with a Wellness Plan, we believe that a company’s retirement benefits should be undergirded with a Health and Wellness System that supports compliance, due diligence and proper fiduciary oversight while also producing healthy outcomes.
Healthy Retirement Outcomes
We focus on measurable outcomes and utilize third-party benchmarking studies to demonstrate that the plan is always working towards improvements in health. The goal of our client-focused, model is producing employees who understand, appreciate and participate in the company retirement plan.
NEW BOOK RELEASE
401(k) Architecture
401(k) Architecture is your roadmap to developing an employee benefits plan that serves your people, your purpose, and your profit.
Retirement Plan Services
401(k) Plan Advisor
We can serve as an ongoing Fiduciary Consultant advising the employer and advising their employees.
403(b) Plan Advisor
We specialize in serving colleges and universities with ERISA or non-ERISA 403(b) plans.
Financial Wellness
Helping employees manage their entire financial picture and win the battle with debt.
Request for Proposal
We can run your request for proposal (RFP) for you, let us do the heavy lifting.
Non-fiduciary Projects
We offer benchmarking services
on an a la carte basis
Speaking
Book the founder and CEO of PHD, Troy Redstone, to speak at your next event.
Meet PHD. Retirement Consulting
Retirement Plans Made Easy
We specialize in workplace retirement plans. We make group retirement plans easy & simple. We fix retirement plans, we build retirement plans & we consult for a flat fee as Fee-Only Fiduciary Consultants. No insurance. No hidden fees. No cross-selling to employees. No capturing rollovers. No gimmicks. Full disclosure. We believe there’s a better way to help American workers prepare for tomorrow, a process marked with integrity that’s fully transparent.
No Commission | Fee-only focus
We help employees retire better
and we help employers sleep better
“If your employees matter to you they matter to us”
“Our goal is to get every employee across the finish line”
“We’ll meet with any employee, any time, anywhere. Just because we care”
Repurposement
Troy Redstone’s book Repurposement is about casting a new vision for retirement, about saving and stewardship and how to purposefully handle money for the future, but with a purpose-driven mindset.
Get In Touch
(844) PHD-401k
Location
7500 College Blvd., Suite 500,
Overland Park, Kansas 66210.