Rothschild Financial Partners is pleased to share that Mac O’Brien, a member of the firm’s team, recently contributed an expert opinion article
Our retirement solutions are designed to coordinate with your existing compensation packages to optimize the corporate benefits for your key talent. Examples include 401(k), Profit Sharing, Defined Benefit, Deferred Compensation and Specialty Bonus Plans.
A competitive retirement benefits program can help support your organization’s recruiting efforts.
When you partner with Rothschild Financial Partners, you get a corporate retirement consultant who cares. Our advisors don’t see your company as a product: We see you as a leader tasked with protecting the present and planning for the future of your people.
We help you understand evolving fiduciary responsibilities and provide ongoing support and resources for plan governance and administration. This allows you to spend more time focused on what you do best—running your business.
We’ll provide a detailed breakdown of your current plan’s overall fees and address the financial relationships between all parties. See how your plan compares to others and industry benchmarks.
We’ll assist plan fiduciaries in developing and maintaining an Investment Policy Statement that helps fiduciaries follow a well-defined investment strategy when selecting and monitoring the plan’s investment lineup.
We’ll help establish a framework for ongoing plan governance that can adapt as regulatory requirements evolve. Our services include documenting the roles and responsibilities of all involved parties, identifying conflicts of interest, and providing on-site consulting during committee meetings.
Rothschild Financial Partners has been serving organizations in Illinois and other states for decades. We serve organizations across a variety of industries, including manufacturing, real estate and construction, health care, publishing, transportation and food processing. We work alongside plan sponsors and HR teams to support the management and oversight of their retirement plans.
Offer employees retirement savings options tailored to your organization, including traditional and Roth 401(k) features.
We specialize in succession planning, and that translates to the retirement solutions we offer. Whether first generation or fifth, we’ll focus on retirement solutions that will sustain the company long-term.
Nonprofit organizations can face unique plan design and governance considerations. We help organizations understand their options and responsibilities.
One-size-fits-all does not work for company retirement and compensation benefits. The solution that works best for you depends on your company’s size, structure, and future goals. We advise on a range of retirement and compensation plan solutions based on your organization’s size, structure, and objectives.
Empower your employees to save for their future with traditional and ROTH 401(k)s, as well as other options for small and self-employed businesses.
Provide employees with a defined retirement benefit while supporting your organization’s long-term benefit objectives. Develop an investment strategy aligned with the plan’s objectives, liabilities, and long-term obligations.
For certain businesses and executives, a nonqualified deferred compensation arrangement may provide additional flexibility beyond qualified retirement plans.
Provide employees with a defined retirement benefit while supporting your organization’s long-term benefit objectives. Develop an investment strategy aligned with the plan’s objectives, liabilities, and long-term obligations.
For certain businesses and executives, a nonqualified deferred compensation arrangement may provide additional flexibility beyond qualified retirement plans.
The myriad of retirement plans can seem confusing. Our advisors enjoy explaining it all and sharing their years of knowledge. Read about the rules, limitations, and regulations – as well as the benefits and opportunities – of various retirement benefit plans.
Rothschild Financial Partners is pleased to share that Mac O’Brien, a member of the firm’s team, recently contributed an expert opinion article
Mac O’Brien, Chief Growth Officer at Rothschild Financial Partners, was recently featured in Financial Planning’s article, “As Private Equity Reshapes RIAs, Advisors
From our headquarters in Chicago, we offer in-depth, personalized, tailored corporate retirement solutions for companies across the country. Geography doesn’t matter. The only concern is your future.
For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.
Selectively onboarding now.
For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.
Selectively onboarding now.
