Why Work with Retirement Resources?

Our "elevator pitch": Because of our unique Retire With More® Process and collaborative approach, more of your employees will retire with greater security than would otherwise be the case. We will accomplish this together, while carefully managing workload, costs and fiduciary risk. You will enjoy working with us, and you will sleep better at night knowing that your retirement plan is in good hands and in good shape.

For many years, employers have found us to be a good partner, improving their retirement plan results. Once selected, our focus turns 100% to you, but in order for you to make a selection decision; you need to know more about our qualities.


  • Strong, long-term relationships
    • Over the past 17 years our client retention is outstanding. We often hear words to the effect, "We don't need to worry because you have us covered."

  • Decades of experience
    • Jim and Patrick average over 28 years of relevant professional experience, and we will be working with you on your plan

  • Fiduciary services
    • We accept fiduciary status and acknowledge it in writing
    • Follow and carefully document a prudent processes

  • Impressive record of success
    • Improved "success metrics"
    • Award recipients

  • Nationally recognized, but focused on you

  • Creative, energetic, passionate
    • We love to think outside-the-box, to analyze needs and to collaborate with employers to improve outcomes.
    • Highly customized content, delivered in creative ways, including, but not limited to, on-demand video, DVDs, group meetings, one-on-ones, posters, newsletters, fliers, postcards, webinars, workshops, etc.

  • Affordable
    • This is a very competitive marketplace. Generally, we charge average costs for above-average work, creating value

  • Committed to your success
    • Our motto is "Whatever it takes."

  • We share our success
    • We are committed to "moving the dial" on the national retirement savings crisis. We do so by writing and speaking openly to share information and ideas with employers and other members of the advisor community (competitors). This allows us to extend our reach beyond those plans with which we are working directly.
    • We support a variety of good causes, including those connected with: child nutrition, literacy, healthcare delivery, medical research, orphans, and those with disabilities.