WE HELP EMPLOYEES RETIRE BETTER

Plan Health Design 

Healthy retirement plans produce healthy retirement outcomes. We make it easier for employers to sponsor retirement plans and easier for associations to start Association Retirement Plans plus we make it easier for employees to save.

PHD. is your FeeOnly401kAdvisorSM

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Healthy Retirement Plans

Just as a company’s medical benefits are supported with a Wellness Plan, we believe that a company’s retirement benefits should be undergirded with a Health and Wellness System that supports compliance, due diligence and proper fiduciary oversight while also producing healthy outcomes.

Healthy Retirement Outcomes

We focus on measurable outcomes and utilize third-party benchmarking studies to  demonstrate that the plan is always working towards improvements in health. The goal of our client-focused, model is producing employees who understand, appreciate and participate in the company retirement plan. 

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Healthy Retirement Plans

Just as a company’s medical benefits are supported with a Wellness Plan, we believe that a company’s retirement benefits should be undergirded with a Health and Wellness System that supports compliance, due diligence and proper fiduciary oversight while also producing healthy outcomes.

Healthy Retirement Outcomes

We focus on measurable outcomes and utilize third-party benchmarking studies to  demonstrate that the plan is always working towards improvements in health. The goal of our client-focused, model is producing employees who understand, appreciate and participate in the company retirement plan. 

Retirement Plan Services

401(k) Plan Advisor

We can serve as an ongoing Fiduciary Consultant advising the employer and advising their employees. 

403(b) Plan Advisor

We specialize in serving colleges and universities with ERISA or non-ERISA 403(b) plans.

Financial Wellness

Helping employees manage their entire financial picture and win the battle with debt. 

Request for Proposal

We can run your request for proposal (RFP) for you, let us do the heavy lifting.

Non-fiduciary Projects

We offer benchmarking services
on an a la carte basis

Speaking

Book the founder and CEO of PHD, Troy Redstone, to speak at your next event.

Meet PHD. Retirement Consulting

Retirement Plans Made Easy

We specialize in workplace retirement plans. We make group retirement plans easy & simple. We fix retirement plans, we build retirement plans & we consult for a flat fee as Fee-Only Fiduciary Consultants. No insurance. No hidden fees. No cross-selling to employees. No capturing rollovers. No gimmicks. Full disclosure. We believe there’s a better way to help American workers prepare for tomorrow, a process marked with integrity that’s fully transparent.

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No Commission | Fee-only focus

We help employees retire better

and we help employers sleep better

“If your employees matter to you they matter to us”

 “Our goal is to get every employee across the finish line” 

“We’ll meet with any employee, any time, anywhere. Just because we care”

Repurposement 

Troy Redstone’s book Repurposement is about casting a new vision for retirement, about saving and stewardship and how to purposefully handle money for the future, but with a purpose-driven mindset. 

Get In Touch

(844) PHD-401k

Location

7500 College Blvd., Suite 500,
Overland Park, Kansas 66210.

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