Retirement Plan Advisory & Consulting

Plan Sponsor Experience

BNA’s Mission:

To build the most cost-effective and operationally efficient retirement plan—while mitigating as much risk as legally possible—for every plan sponsor we serve.

We proactively deliver customized retirement plan consulting and advisory solutions with a clear focus on fiduciary integrity, operational excellence, and risk management.

Our Services Include:

• Fiduciary Investment Advisory 
• Plan Design Consulting
• Operational Efficiency Enhancement
• Plan Governance Best Practices
• Plan and Fee Benchmarking, RFP & RFI Support

Participant Experience

BNA’s Mission:

We believe that retirement readiness starts with knowledge and support. Our participant services go beyond group meetings. We offer one-on-one guidance and comprehensive planning to empower every employee.

Participant Services Include:

• Education
• Asset Allocation
• Retirement Planning
• Advanced Financial Planning*

* Advanced Financial Planning is performed by CFP® professionals and may incur additional cost

Types of Retirement Plans We Service

Qualified Retirement Plans

• 401(k) Plans
• 403(b) Plans
• 457(b) Plans
• Profit Sharing Plans
• Defined Benefit Plans
• Cash Balance Plans

Non-Qualified Deferred Compensation Plans

• 409A Plans
• Top Hat Plans

Solo & Small Business Plans

• Solo 401(k)
• SEP IRA (Simplified Employee Pension)
• SIMPLE IRA (Savings Incentive Match Plan for Employees)
  

Government & Public Sector Plans

• 457(b) & 457(f) 
• 403(b) Plans for Public Education Institutions
  

Church and Religious Organization Plans

• 403(b)(9) Church Plans

For More Information Please Contact:

Joe Zarzycki, CIMA®
Managing Director, BNA Institutional Wealth
Joe@BNAWealth.com