Value Proposition

Given today’s changing economic environment, plan sponsors and participants need professional advice more than ever. SD Retirement Plan Solutions has the experience and wisdom to provide retirement guidance and value-added services that create well-informed plan sponsors and successful plan participants. Our integrated retirement plan and planning solutions focus on helping our clients achieve meaningful, measurable and documented progress toward outcomes that they predetermine are acceptable to them.

We believe a bundled and coordinated business model is the most efficient way to deliver value, we also believe that we can be most effective when our service model is coupled with the independent open architecture investment platform.

An open architecture platform provides the investment fiduciary access to a vast array of funds and investment strategies.

Investment Selection

The final investment menu is composed of options that range from passive to active management strategies from big to boutique fund managers, with attention to low cost. The available fund menu is monitored and scrutinized on a quarterly basis to assure adherence to an institutional caliber of excellence.

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