Corporate Retirement Plans

Experience to assist you…

Balance Rock Investment Group brings deep experience assisting companies seeking tailored retirement plan solutions. We know it can be a daunting task to determine the best investment options for your defined contribution and/or defined benefit plans. With access to sophisticated investment tools and unbiased research, we are able to examine a broad range of providers, providing you with detailed reporting and comparisons. 

…and your employees

Our employee education retirement seminars have been well-received by plan sponsors and their employees, helping to boost important plan metrics including participation and deferral increases, and improve asset allocations across the plan.

…across multiple plans and needs