Carnegie Investment Counsel’s Retirement Plan Specialists collaborate closely with plan sponsors to optimize their company-sponsored retirement plans. As your trusted co-fiduciary, we bring you and your plan participants a wealth of knowledge and experience. Our comprehensive services encompass plan design, investment selection, ongoing monitoring, and employee financial wellness programs—all tailored to meet your organization's and employees' specific needs.
Partnering with Carnegie helps your retirement plan maintain compliance, assists with efficiency, and is also highly beneficial for your employees. Companies may experience increased employee participation and satisfaction, optimized investment options, and enhanced financial wellness knowledge.
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Kim Gannis, AIF® - Carnegie Investment Counsel Principal / Director of Retirement Services
