Retirement Plan Consulting

Partner with A Team Dedicated to Your Business

Arvest Wealth Management's retirement plan consulting team is comprised of experienced plan practitioners, dedicated to providing customized retirement plan solutions for your company's unique needs. Our team takes an unbiased, consultative approach in assessing each organization’s retirement program. This allows us to sit on the same side of the table as you, our client, to find solutions that fit the size, needs and business objectives of your organization.

We deliver full-service consulting on all types of employer-sponsored retirement plans, with areas of focus including:

Full-Service Consulting for Business Retirement Plans

Local Support & Service

Arvest has locations in Arkansas, Oklahoma, Missouri and Kansas. In addition to traveling to our client's multiple locations for employee education meetings, we are committed to meeting face-to-face with your 401(k) committee for Plan and Investment Review meetings.

Employee Education

Communicating with your employees is one of the most important aspects of what we do. We help develop an education plan that addresses your company's unique structure and the specific educational needs of your employees. In addition to group enrollment and education meetings, we provide one-on-one assistance for investment decisions and overall financial needs. To aid in this process, we offer complimentary goal-based financial planning.

Fiduciary & Compliance Oversight

Arvest Wealth Management can act, in writing, as the 3(21) Investment Advice Co-Fiduciary or 3(38) Discretionary Investment Manager Fiduciary. Our team provides full fiduciary oversight services, including 404(c) compliance adherence assistance, fee and service benchmarking, and plan governance and compliance.

Investment Selection & Monitoring

We work with your business to create an Investment Policy Statement (IPS), which will establish the guidelines for selecting and monitoring the investment options in the plan.

Fiduciary Investment Reviews

Our independent investment review process provides in-depth analysis of a plan's investment options on a quantitative and qualitative basis, including benchmarking investment options to respective peer groups and indices. For our analysis, we utilize independent third-party research as well as expertise of our investment management team of portfolio managers. We meet with your investment committee on a regular basis to review our analysis and make any recommended changes as needed.

Plan Design

Our expertise can support any business, from smaller companies needing an IRA solution to non-profits looking for the right 403(c) plan, as well as everything in between. Whether building a new plan from the ground up or enhancing and managing an existing plan, we work with your business to design, support and sustain a customized, high-quality retirement plan that helps attract and retain the most qualified employees.

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