01
Retirement Plan Guidance
Support for plan design, provider coordination, participant experience, and ongoing retirement plan decision-making.
Organization Advisory
Retirement plans and workplace financial wellness deserve structure.
PeakStone helps organizations bring a planning-first advisory lens to retirement plan decisions, fiduciary governance, employee education, and financial wellness programs.
Workplace financial decisions affect real people.
Retirement plans, employee education, workplace wellness, and fiduciary governance are not isolated benefits decisions. They shape employee confidence, organizational responsibility, and the way financial programs are experienced over time.
Organization Advisory Focus
Better programs connect governance, education, and advice.
02
Fiduciary Governance
A disciplined process for review, documentation, oversight, and recurring fiduciary decisions.
03
Investment Menu Review
Evaluating investment menu structure, fund selection, and participant access through a planning-first lens.
04
Employee Financial Education
Delivering financial education that helps employees make clearer decisions around benefits, savings, and planning priorities.
05
Compass Workplace
Providing employees with a guided planning dashboard, financial education, and advisor-supported next steps.
06
Executive & Key Person Planning
Supporting leadership planning around benefits, incentives, continuity risks, and key-person responsibilities.
Compass Workplace
A planning layer for employee financial wellness.
Compass Workplace helps organizations offer employees a clearer place to organize goals, decisions, and next steps, with education and advisor-guided access shaped through a consultation-led process.
- Planning tools and guided next steps
- Education connected to real financial decisions
- Advisor access shaped around the organization’s needs
The Fiduciary Standard
Structure for decisions that affect people.
Independent Oversight
An independent fiduciary lens helps organizations evaluate retirement plan structure, workplace financial wellness, and planning access with clarity, discipline, and care.
Documented Governance
PeakStone helps decision-makers bring regular review, clear documentation, and thoughtful oversight to financial programs that affect employees and families.
Advisory Method
Structure before rollout.
- 01
Discovery
Clarify organizational priorities, retirement plan context, employee needs, and the decisions that require structure.
- 02
Architecture
Connect retirement plan guidance, workplace wellness, and employee financial education into one advisory framework.
- 03
Implementation
Coordinate next steps with leadership, providers, and internal stakeholders so rollout feels clear and practical.
- 04
Stewardship
Review progress, participant experience, and organizational needs as the workforce and benefit landscape evolve.
When workplace financial decisions affect employees, advice should bring structure, documentation, and care.
Bring structure to the decisions that support your people.
Start with the retirement plan, workplace wellness, or employee education decisions in front of the organization, then define the advisory support needed next.