Strategic Retirement Solutions for a Secure Future
Expert guidance in 401(k) plan design, fiduciary governance, and employee financial wellness. Empowering organizations to build exceptional retirement programs.
25,000+
Plan Participants
15+
Years of Excellence
100%
Fiduciary Commitment
Top Tier
Plan Participants
Comprehensive Retirement Services
End-to-end solutions designed to attract talent, ensure compliance, and secure your employees'
financial futures.
Retirement Plan Design
Custom-tailored 401(k) and defined contribution plans designed to meet your organization's unique goals and compliance requirements.
Fiduciary Governance
Comprehensive fiduciary oversight and risk management to ensure your retirement plans meet regulatory standards and best practices.
Employee Engagement
Dynamic education programs and enrollment strategies that drive participation and help employees maximize their retirement benefits.
Vendor Optimization
Strategic evaluation and management of plan providers to ensure competitive pricing, superior service, and optimal investment options.
Executive Benefits
Specialized programs including deferred compensation, supplemental retirement plans, and equity-based incentives for key executives.
Financial Wellness
Holistic financial education and planning resources that support employees throughout their financial journey and career lifecycle.
Our Proven Approach
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Step ONE
Strategic Assessment
Step ONE
We begin by understanding your organizational goals, current plan structure, and employee demographics to identify opportunities for enhancement.
Step TWO
Custom Plan Design
Step TWO
Our experts craft tailored solutions that align with your business objectives while optimizing costs and maximizing employee value.
Step THREE
Implementation & Optimization
Step THREE
Seamless execution with ongoing monitoring and benchmarking to ensure your retirement program remains competitive and compliant.
Step FOUR
Step FOUR
Tailored Solutions for Every Stakeholder
Whether you're an employer, employee, or plan sponsor, we provide specialized expertise to meet your unique retirement planning needs.
For Employers
Attract & Retain Top Talent
- Competitive plan design strategies
- Fiduciary risk mitigation
- Cost optimization and vendor management
- Regulatory compliance support
- Executive compensation programs
For Employees
Build Financial Confidence
- Personalized retirement planning guidance
- One-on-one financial consultations
- Interactive education workshops
- Digital planning tools and resources
- Investment strategy support
For Plan Sponsors
Simplify Plan Management
- Comprehensive fiduciary services
- Investment committee support
- Plan performance benchmarking
- Regulatory update communications
- Participant engagement programs
The Filice Retirement Difference
Whether you're an employer, employee, or plan sponsor, we provide specialized expertise to meet your unique retirement planning needs.
Industry Expertise
Decades of specialized experience in retirement plan design, administration, and fiduciary management.
Personalized Service
Dedicated advisors who take the time to understand your unique challenges and deliver customized solutions.
Fiduciary Excellence
Unwavering commitment to acting in your best interest with the highest standards of professional integrity.
Technology Enabled
Modern tools and platforms that simplify administration, enhance reporting, and improve the participant experience.
25,000+
Participants trust us with their retirement planning
Let's Start the Conversation
Ready to enhance your retirement benefits program? Schedule a consultation with our experts today.
Get in touch.
Phone
408-350-5750
inquiry@filiceretirement.com
Location
408-350-5750
Get in touch.
Phone
408-350-5750
inquiry@filiceretirement.com
Location
408-350-5750