Elevating Retirement Plans for Employers and Their People
Delivering a retirement plan today extends beyond compliance. It’s about creating a benefit that helps attract and retain top talent, reduces fiduciary risk, and gives your employees the confidence to retire on time and with dignity. VestGen Retirement Services partners with plan sponsors to design, implement, and manage retirement programs that are competitive, compliant, and deeply valued by participants. We combine fiduciary integrity, sponsor loyalty, and professional governance with innovation that keeps your plan ahead of the curve.
Plan Design & Benchmarking
We help you build retirement plans that are tailored to your workforce demographics, benchmarked against peers, and structured for cost efficiency.
Fiduciary Support & Governance
Our team provides ERISA 3(21) and 3(38) fiduciary services, offering objective oversight and reducing sponsor liability.
Investment Lineup & Monitoring
We curate and monitor participant-friendly investment menus—ranging from target-date funds to custom portfolios—ensuring ongoing alignment with your plan’s goals.
Participant Education & Engagement
We deliver enrollment support, retirement readiness tools, and ongoing education so employees understand their options and act with confidence.
Administration & Recordkeeping Integration
Streamlined systems, consolidated reporting, and transparent fee structures reduce complexity and enhance sponsor oversight.
Executive & Business Owner Solutions
From nonqualified deferred compensation to carve-out strategies and succession-aligned planning, we create solutions that support retention and reward leadership.
5 Steps to a Stronger Plan
VestGen Retirement Services helps sponsors deliver retirement plans that are competitive, compliant, and deeply valued by participants. By integrating plan design, administration, investment oversight, and fiduciary support, we simplify complexity while strengthening outcomes. The result: a retirement program built to minimize risk, maximize engagement, and demonstrate your commitment to the financial well-being of your employees.
A well-run retirement program is one of the most powerful benefits you can offer.
VestGen Retirement Services helps you:
Fiduciary Integrity:
Every decision is made with sponsor and participant best interests in mind.
Collaborative Expertise:
Access a team of specialists plus our broader network of CPAs, attorneys, and ERISA experts.
Sponsor Loyalty:
Clear communication, ongoing support, and a partner who stands with you.
Innovation in Design:
Modern solutions that evolve as your organization and workforce change.
Members of RPAG access a robust technology-driven platform of proprietary tools and services to support qualified and non-qualified plans.
Flagship solutions include its proprietary ScorecardSMSystem for fund ranking
B3 Provider AnalysisSM for unparalleled fee, service and investment benchmarking
Fiduciary Fitness ProgramTMfor ERISA plan compliance and ongoing training
Fiduciary BriefcaseTM for the sponsor’s 24/7 access virtual file storage.
e401k ProposalTM for RFP/Fee benchmarking
Schedule a conversation with VestGen Retirement Services today and discover how we help sponsors deliver plans that minimize risk, maximize engagement, and create lasting value.
Schedule a conversation with VestGen Retirement Services today and discover how we help sponsors deliver plans that minimize risk, maximize engagement, and create lasting value.
800 Enterprise Drive, Suite 128
Oak Brook, IL 60523
Phone: (630) 684-8562
Fax: (630) 684-8582
Email: retirementservices@vestgen.com