Firm & Services
Strategic 401(k) Solutions Built Around Your Business
At Roadstead 401(k), we partner with plan sponsors to deliver thoughtful, compliant, and cost-effective retirement solutions. Our role goes beyond plan administration — we act as a strategic partner, helping you design, manage, and optimize a retirement plan that supports both your business goals and your employees’ financial futures.
With decades of combined experience in retirement planning, fiduciary oversight, and plan governance, our team works closely with employers to simplify complexity and reduce risk.
Active Participants
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Partner Companies
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Assets under Management
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million
Average Deferral Rate
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%
Our Services for Sponsors
Fiduciary Oversight & Governance
As an independent Registered Investment Advisor (RIA), we act in your best interest — helping you meet fiduciary responsibilities with confidence.
Plan Design & Optimization
We help you structure a retirement plan that aligns with your company’s size, workforce, and long-term objectives.
Investment Selection & Monitoring
We provide disciplined investment analysis, ongoing reviews, and benchmarking to help ensure your plan remains competitive and compliant.
Employee Education & Engagement
We empower your employees with education that improves participation, contribution rates, and long-term outcomes.
Compliance Support
Stay ahead of regulations with proactive compliance monitoring and comprehensive annual reviews.
Plan Compliance & Risk Management
From regulatory support to documentation reviews, we help reduce fiduciary exposure and keep your plan on track.
A Trusted Partner in Retirement Planning
As an independent fiduciary, Roadstead provides unbiased guidance without product-driven incentives. Our goal is to help you deliver a high-quality retirement benefit while protecting your organization and supporting your employees’ financial well-being.