Hawthorne Retirement Plan Services

Hawthorne Retirement Plan Services provides qualified plans for small to mid sized organizations.   Retirement plans are an excellent way to hold onto your talented staff by rewarding employees for their loyal service in a tax efficient structure, which benefits both the company and the plan participants.

Hawthorne can assist your company in designing a retirement plan that will meet your specific goals. We can provide a plan that does not require any heavy lifting on the part of the plan sponsors. Further, transparent pricing is key to the plan and you will have full disclosure on costs prior to engaging Hawthorne and any other parties. The fees for our investment advisory services, as well as the plan administrator and custodial fees will be clear and competitive.

As the independent advisor to the plan, Hawthorne is fully committed to protecting and growing your plan's assets. We only receive revenue from the plan sponsor and receive no other fees from third parties that could impact our independence. Further, we only make investment decisions that are in your company's and your employee's interest, and offer unbiased advice with absolutely no conflicts of interest.
Often, participants do not have the time or the technical ability to properly monitor their retirement portfolios. By having a professional advisor, your firm can both provide a valuable service to participants and mitigate employee attrition through an added benefit. As part of the agreement with Hawthorne, participants of your plan will be able to meet semiannually with members of our staff to help allocate their investments among the available funds. We are always available to respond to inquiries that arise between these meetings as well.

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