We typically work with privately held companies between 10–500 employees. If you're not sure whether you're a fit, just reach out.

What is a 3(38) fiduciary?

A 3(38) fiduciary takes full discretionary control over your plan's investment lineup. That means we select, monitor and replace funds - and we assume the responsibility for those decisions.

So then what is a 3(21) fiduciary?

A 3(21) co-fiduciary provides a collaborative approach to your plan's investment lineup. That means we help select, monitor and replace funds - but you, as the sponsor, still assume the responsibility for those decisions.

Our fees are based on plan size and complexity, typically charged as a percentage of plan assets. We're transparent about what you're paying and what you're getting.

How do you work with employees directly?

We provide education, enrollment and rollover support for all employees. For those employees approaching retirement we have a specific and ongoing service offering to help with that transition.

Yes. Highmark is a registered investment adviser and acts in a fiduciary capacity for all its clients.

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Experience

Corporate retirement plan advisory & individual wealth management

Retirement Plan Sponsors

Individuals

Why Highmark?

We are professional retirement plan advisors. We built an entire firm around providing plan sponsors with a professional experience. Many advisors manage one or two plans over an entire career.

Just like your company, the retirement plan needs to change and adapt. The journey is challenging; the destination needs to be certain.

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The Process

Working With Us

We want working with us to be easy. When it comes to retirement, our job is to help your company reach its goals.

Plan Process

OUR SERVICES

For companies

Retirement Plan Sponsor Solutions

Plan design, fiduciary oversight, vendor management and ongoing monitoring for companies with 10–1,000 employees. We are investment fiduciaries offering 3(38) services. In certain circumstances we offer 3(21) services as well. We help handle the complexity, save you time, mitigate your liability and guide your employees to superior retirement outcomes.

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