We get it. Operating a retirement plan is not on the top of your list. It’s too critical to be taken lightly, but too complicated to be done quickly. Cadence Financial Management makes it easy. We act as your guide, your orchestrator, and your fiduciary. We’ve simplified retirement plans for small corporations and publicly traded companies; and we can do it for you.

ERISA Fiduciary Services

  • Benchmarking and Vendor Search Services

  • Investment Selection and Monitoring Services

  • Investment Policy Assistance

  • Investment Manager Monitoring Services

Other Services

  • Participant Services

  • Plan Sponsor Education

  • Qualified Plan Design Consulting

  • Nonqualified Plan Consulting

Recognized as an Industry Leader

2018.07.26 - Delegate to NAPA DC Fly-In 

2018.09.27 - Named as Top 401 Advisor
by Financial Times

FT_401_Advisers_Logo_2018-2i.jpg