Retirement Plans

Design your company’s 401(k) plan with the assistance of Royal Oak Benefits & Investments using  a variety of state-of-the-art platforms, including open-architecture plans.

Whether you are a start-up plan or an established 401(k), we take the time to design a retirement plan solution tailored for your company's unique situation.  For the transfer of your established 401(k) plan, a transition team is created to make the process as seamless and non-disruptive for your company as possible. As plan sponsor, part of your fiduciary responsibility is to know what your total plan costs are. We offer complete evaluation of your company’s current 401(k) plan including pricing and performance.

  • Fiduciary Assistance
  • Employee Education
  • Ongoing Communication
  • Enrollment Options
    • Online
    • Voice Response Unit (VRU)
    • One on One
    • Paper

At Royal Oak Benefits & Investments we have combined the most innovative technologies, highest level of service, and superior investments, at a very competitive cost.