CALL US: 800-384-1756 HOME › WEALTH MANAGEMENT SERVICES FOR BUSINESSES › RETIREMENT PLAN SOLUTIONS Retirement Plan Solutions Find a Local Advisor Find a Location 360° Services for Building Retirement Readiness Our CEFEX-certified team will work with you to create, manage and expand your employer-sponsored plan so you can help employees with planning for retirement and saving over the long term. We also offer comprehensive support for plan administration to help ensure you meet ERISA and other plan requirements. Our retirement planning services include: Plan design Investment selection Asset allocation ERISA compliance Investment policy statement preparation and maintenance ERISA 3(21) and 3(38) fiduciary services Plan benchmarking Fee benchmarking and analysis Vendor searches Investment monitoring Your Retirement Plan Can Be a Recruitment & Retention Tool While an employer-sponsored plan helps employees achieve retirement readiness, it can also be a company benefit that helps you attract and keep qualified employees. As your retirement plan partner, we help you design, implement and maintain a high-quality plan to meet the specific needs of your participant base. Our retirement plan consulting includes: Comprehensive consulting to help ensure your plan works for your company and employees. Fiduciary advice related to acting in your employees’ best interests. Plan design including diverse investments to help meet employees’ needs. Service provider evaluation and recommendation on an appropriate choice to meet plan and participants’ needs. Vendor and provider management to help ensure your plan meets goals and regulatory requirements. Monitoring and assessment of plan performance and recommendations for keeping your plan competitive. Strategies for Educating Plan Participants Your employees’ retirement goals are as unique as they are, so it makes sense that they may differ in how they want to be educated about retirement planning. We’re here to support you with a variety of educational methods and resources. To help your employees pursue their personal financial goals, we provide: Education – webinars and other online tools offer educational resources to help employees learn how to build and manage their retirement savings. On-site meetings – our team conducts meetings with employees, which helps build trust and understanding of your plan and offers ways they can maximize savings. Communication – communicating with your employees is key to your plan’s success. We give employees plan updates to help them feel empowered, informed and connected. Wealth management – In addition to retirement planning, Mariner Wealth Advisors provides wealth management services to help employees achieve all of their goals. Plans We Support Our team understands the importance of planning and the ongoing maintenance needed to provide an effective defined benefit plan. View Plans Exclusive Services Your retirement plan is impacted by more than just investment performance, we’re here to help you navigate a wide range of challenges. More Services Work With a Top-Ranked Advisor The National Association of Plan Advisors has ranked our firm as a top DC advisor for three out of the last four years. See All Accolades Mariner Wealth Advisors is certified by The Center for Fiduciary Excellence (CEFEX) as meeting the standards described in the handbook “Prudent Practices for Investment Advisors.” The standard describes how an investment adviser assumes the responsibility for managing a client’s overall investment management process, which includes the selection, monitoring and de-selection of investment managers, as well as developing processes to implement investment strategies and fiduciary practices on an ongoing basis. These practices also include maintaining a fiduciary checklist for each of our clients to ensure proper fiduciary governance and compliance with ERISA and implementing best practices as described by the Department of Labor. Your Retirement Plan Solutions Team David Stofer, ChFC®, CLU® Managing Director & Senior Retirement Plan Advisor, Retirement Plan Solutions Office: Kansas City 913-378-9144 Dawn McPherson, QPFC, CBFA Director, Retirement Plan Solutions Office: Kansas City 913-378-9149 Anthony Bruns, CFP®, AIF® Senior Retirement Plan Advisor Office: Cincinnati – West Chester (513) 874-4440 Eric Bokesch, AIF®, CRPS® Senior Retirement Plan Advisor Office: Cincinnati – West Chester 513-874-4440 James Tinsley, QKA, QPFC Senior Retirement Plan Advisor Office: Kansas City 913-378-9159 Mark Nothnagel, QPFC Senior Retirement Plan Advisor Office: Kansas City 913-378-9145 Thomas Hardy, AIF®, CRPS® Senior Retirement Plan Advisor Office: Tulsa, Oklahoma 918-388-9167 Tim Duncan, AIF® Senior Retirement Plan Advisor Office: Kansas City 913-378-9146 Angie Rosson, QPFC Senior Retirement Plan Consultant Office: Kansas City 913-378-9148 Ann Margaret Donnelly Senior Retirement Plan Advisor Office: Denver, Colorado 913-378-1890 Tami Chavez Ledger, CHSA, CPFA Senior Retirement Plan Consultant Office: Omaha, Nebraska 402-829-5462 Kate Clark Retirement Plan Consultant Office: Kansas City 913-378-1771 Patrick Sullivan, CPFA Retirement Plan Consultant Office: Kansas City 913-647-9741 Jack Fletcher, CPFA, AAMS® Retirement Plan Advisor Office: Kansas City 913-387-2759 Chase Lucas, CPFA Associate Retirement Plan Advisor Office: Kansas City 913-904-5561 Joey Bruner, CPFA Associate Retirement Plan Consultant Office: Tulsa, Oklahoma 918-388-9166 William Tschudy, CPFA Associate Retirement Plan Consultant Office: Kansas City 913-378-9156 RETIREMENT PLAN SOLUTIONS INSIGHTS 2022 Retirement Plan Limits NOVEMBER 10, 2021 Read New Effective Date for Audit Standard NOVEMBER 9, 2021 Read Auto IRA Plans an Option Under Proposed Retirement Legislation OCTOBER 18, 2021 Read See all Insights Discover how we can help you achieve your goals. Thanks for wanting to learn more about how we’ll partner with you. Complete this form, and we’ll share our 360° approach to wealth management or find a location near you. Name Email Phone Are You A: Are You A: Client Prospective Client Advisor/Investment Representative Other Message CAPTCHA Contact Us Mariner Wealth Advisors NewsroomPrivacyCookie PolicyCCPAForm CRSForm ADVLegalFor AdvisorsContact Our Team © 2021 Mariner Wealth Advisors Subscribe to Our Newsletter Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles. Untitled Untitled Untitled This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in tracking and performance tools, and in order to improve and customize your browsing experience. To find out more about the cookies we use, see our privacy policy. Accept