Spherient designs and manages a wide variety
of qualified retirement plans for organizations of all sizes.
Retirement Plans
We study your employee benefit goals and match those with cost-effective, comprehensive solutions. As plan co-fiduciaries, Spherient takes on the complicated regulatory and compliance function and also ensures transparent and competitive fees through benchmarking and clear communication.
Designing the right employer-sponsored retirement plan for your organization requires detailed analysis
of your company’s:
Structure
Benefits Goals
Retirement Plans
Retirement plans fall into three major distinctions:
Expertise
Spherient’s expertise covers all types of employer-sponsored retirement plans. We help you understand the intricacies of each, so that you are able to make the right choice. We then structure, manage and offer ongoing communication to ensure proper oversight and understanding.
Call Spherient Advisors 1-800-385-2309
Resources
Securities and Investment Advisory Services offered through
Kestra Advisor Services, LLC (NFPAS), member FINRA/SIPC.
NFPAS is not affiliated with Spherient Advisors, LLC
Schedule Phone Meeting: 800-385-2309
800-385-2309Locations
7275 Glen Forest Drive, Suite 202
Richmond, Virginia 23226
TOLL-FREE: 800-385-2309
LOCAL: 804-457-2309
FAX: 800-385-2303
200 East Nine Mile Road
Highland Springs, Virginia 23075
LOCAL: 804-737-2900
FAX: 804-737-2926
Services
Recent Benefit News
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