Mitigate Fiduciary Risk. Reduce Costs.

Enhance Participant Experience.

In our capacity as retirement plan advisors our focus is on reducing plan risks to the company and its plan fiduciaries, seeking plan cost reduction and successful retirement outcomes for participants.

At Treasury Partners, we realize the importance of social implications when it comes to investing.
If Environmental, Social and Governance (ESG) factors are important to you, talk to us and we’ll work with you to achieve your ESG goals.

We Evaluate.
We Negotiate.
You Select.

How We Can Help

  • Monitor ERISA Compliance
  • Implement Risk Reduction Measures – Company/Plan Fiduciaries/Committee
  • Structure/Documented Repeatable, Risk Reduction Process
  • 401k/403b/Profit Sharing, Defined Benefit and Non-Qualified Deferred Compensation
  • Identify Best In Class Retirement Plan Platform Providers
  • Monitor Fund Manager Performance

How We Prepare Plan Participants

  • Pursue Plan Cost Reductions
  • Promote Financial Wellness, Improved Education Outcomes
  • Focus on Retirement Income Replacement – Increasing Healthcare Costs – Debt/Student Loans Impact
  • Create Awareness of Relevant Software Tools

Our Fiduciary Duty

As a 3(21) fiduciary, Treasury Partners must always act in the best interests of both the plan sponsor and the plan participants. (Upon request, our team can also act as a 3(38) fiduciary.)

To help minimize potential conflicts, we maintain relationships with plan providers who can add appropriate levels of fiduciary oversight on behalf of the participants.

Managing Director Steve Bogner has been named to the Financial Times 2020 listing of the country’s 401 Top Retirement Plan Advisers.


Steve Bogner Featured in Plan Advisor Magazine

Reducing Risks. Assessing Costs.

Retirement plans are required to meet “reasonability” standards regarding costs, and there are many factors plan sponsors must consider in selecting a cost-efficient platform.

2022 Cost of Living Adjustment Index (COLA)

The IRS has adjusted most dollar limitations for defined contribution and defined benefit plans for the 2022 tax year.


Employing a Qualified Default Investment Alternative (QDIA) strategy may lead to a reduction in plan costs and to limiting the plan sponsor’s fiduciary liability.


NQDCs are exempt from most ERISA provisions and can be highly beneficial to plan sponsors and certain participants.


Lawsuits involving small 401(k) plans are being filed in increasing numbers throughout the United States.

Speak with Our Barron’s Top-Ranked Team Today

Want To Better Manage Your Company’s Retirement Plan?

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Securities offered through HighTower Securities, LLC, Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment adviser.

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