For Employers
Where Palisade began.
A craft we still practice.
Our principals have established or improved more than one thousand employer retirement plans over three decades. We continue to serve a select group of plan sponsors with the same fiduciary discipline that built the firm.
Plan Services
A fiduciary at the table,
on your side of it.
Plan Design & Governance
Plan structure, documentation, and a prudent governance process that protects the sponsor as carefully as it serves the participant.
Investment Menus
Fund lineups selected and monitored on evidence and cost — reviewed on a documented schedule, replaced without drama when the data says so.
Fee Benchmarking
Independent benchmarking of recordkeeping and investment costs, so sponsors can demonstrate — not just hope — that fees are reasonable.
Participant Outcomes
Education and guidance measured by the only number that matters: whether employees actually arrive at retirement ready to retire.
Sponsors work directly with the same principals who serve our private wealth families — advisers named among the top retirement plan consultants in the country, with a century of combined experience between them.