RetireRight Consulting Group

RetireRight Consulting Group provides retirement plan consulting, investment advisory, and financial planning services to corporations, government entities, non-profit organizations, and individual clients. The firm works with plan fiduciaries on investment selection and monitoring, participant education, enrollment support, and rollover considerations, while also offering portfolio management and standalone financial planning.

The firm generally follows a long-term, multi-disciplinary investment process that incorporates behavioral, fundamental, technical, cyclical, and charting analysis and allocates assets across mutual funds, ETFs, individual securities, and alternative strategies as appropriate. RetireRight delivers both discretionary management and non-discretionary consulting—serving as an ERISA 3(21) co‑fiduciary in some engagements, assisting with third‑party manager selection, and implementing advice through LPL‑sponsored model and advisory programs.

Noteworthy among peers, RetireRight reports a larger proportion of non‑discretionary assets (approximately $340.4 million non‑discretionary versus $220.8 million discretionary, of $561.1 million total AUM), indicating a heavier consultative orientation than is typical for many team firms. The firm also sponsors and serves as portfolio manager for its own wrap fee program and employs a small, experienced team whose members hold industry designations (AIF, CRPS, EA, CPFA), combining retirement‑plan fiduciary services with program‑based managed account offerings.