Finturity
Services
Support your organization's
present & future.
A personalized, well-designed retirement plan brings your organization heaps of benefits. At Finturity, we'll set up your plan and help you effectively administer it. We'll be there for you every step of the way—whether you encounter issues, need help understanding your plan, or are worried about keeping employees and talent happy.
We serve
Nonprofits
Your mission is our mission. We're here to support your retirement plan journey.
Religious organizations
Planning for the future? We help you get there.
Schools
As institutions that educate our future, we'll guide you through the best retirement plan options.
We'll always be
a phone call away.
We provide tailor-made retirement planning services with a personal approach. Have questions? You can always reach out.
At Finturity, we:
Conduct initial plan designs and analysis
Request proposals from multiple retirement plan providers
Act as a liaison with retirement plan providers
Prepare periodic benchmarking
Conduct enrollment meetings and provide ongoing investment education
Offer quarterly financial wellness webinars
Provide one-on-one enrollment support for your employees
Facilitate payroll integration
Which one sounds like you?
I need a new plan
I already have a plan
Schedule a consultation
Meet with a specialist to talk about your unique retirement plan needs.
Quotes for providers
We gather quotes from different providers that fit your needs.
Review options
We review your options together and analyze the pros and cons.
Choose a provider
We help you choose the best-suited provider and guide you through next steps.
Schedule a consultation
We analyze your current plan together to understand the issues (if any) and what can be improved.
Review other options
If you'd like to switch providers or discover other options—we help you do that.
Make a decision
Whether you'd like to stick with your current provider or make a switch, we'll help you make the wisest decision.
Further advising
If you plan to stay with your current plan, we can become your advisors to ensure everything is on the right track now and in the future.
See our partners
Take a look at the organizations we
proudly work with.
