Santa Rosa, CA
Robertson Stephens’ Santa Rosa office provides Pension Consulting Services to employee retirement plans. We are industry veterans experienced in working with profit and non-profit institutions, governmental organizations, and municipalities. Driven by innovation and supported by highly specialized talent with deep expertise, we offer a suite of resources designed to ensure our client’s “Best Interests” are met in helping them manage the operation and maintenance of their employee retirement plans. Our collaborative approach positions us to help employers reduce and control plan costs, increase participation and contribution rates, minimize fiduciary liability, provide employee education, supply plan fee analysis, and offer appropriate investment alternatives and monitoring tools. We aim to provide you with the resources, knowledge and experience to help you make the right decisions about your employee retirement plan.
Areas of Expertise
- Corporate Executives
- ESG Investing
- Financial Education
- Retirement Plan Consulting
- Small Business
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