Retirement Plan Advisory Services
401(k) & Retirement Plan Services for Iowa & Tri-State Plan Sponsors
Empowering businesses. Supporting employees. Securing futures.
At Friday Financial, we specialize in providing tailored retirement plan advisory services that help businesses build smarter retirement plans while enabling employees to invest confidently in their futures. Whether you’re setting up a new plan or optimizing an existing one, our experienced advisors deliver personalized, fiduciary-focused guidance every step of the way.
What we offer
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We’ll help you design a retirement plan that aligns with your company’s goals and meets the diverse needs of your workforce. From traditional 401(k) plans to Safe Harbor and Roth options, we’ll guide you through selecting the best structure and features:
Custom plan design tailored to your business size and goals
Regulatory and compliance alignment (ERISA, DOL, and IRS)
Seamless setup and provider coordination
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We serve as a 3(21) or 3(38) fiduciary, helping reduce your liability and ensuring your plan operates in your employees’ best interests:
Investment lineup monitoring and selection
Fee benchmarking and transparency
Ongoing plan reviews and compliance oversight
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A great retirement plan is only valuable if your employees understand and use it. We provide hands-on education and financial wellness programs to boost participation and improve outcomes:
Live and virtual employee education sessions
24/7 access to your personalized retirement plan education portal
One-on-one consultations for employees
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We’re not a “set-it-and-forget-it” firm. Friday Financial provides continuous support to ensure your plan evolves with your business:
Regular performance reporting
Plan design optimization
Vendor relationship management
Why choose Friday Financial?
INDEPENDENT,
FEE-ONLY ADVISORS
No product pushing. No hidden agendas.
PERSONALIZED SUPPORT
Every client has a dedicated advisor and a custom service model.
DEEP EXPERTISE
We have years of experience serving businesses of all sizes across industries.
COMPLIANCE CONFIDENCE
Stay on top of evolving fiduciary regulations with a partner who knows the rules inside and out.
Small to mid-sized businesses
Nonprofits and professional firms
Companies looking to upgrade their current plan
Who we work with:
Let’s talk about how Friday Financial can help you create a smarter, more impactful retirement benefit strategy.
Ready to strengthen your retirement plan?
Schedule a complimentary plan review
Email us at jgerardy@fridayfi.com or schedule a meeting online today.