Let’s Start a Conversation

Whether you’re evaluating your current retirement plan advisor, seeking a second opinion, or looking for guidance on a specific retirement plan challenge, we’d welcome the opportunity to learn more about your organization.

At LibertyRoad, we believe the best client relationships begin with a conversation.

Our goal is simple: understand your needs, answer your questions, and help you determine whether we’re the right partner for your organization.

How We Can Help

We regularly assist organizations with:

  • Fiduciary oversight and governance

  • Investment reviews and fund monitoring

  • Fee benchmarking and provider evaluations

  • Retirement plan committee support

  • Recordkeeper searches and RFPs

  • Plan design consulting

  • Participant education and retirement readiness initiatives

  • Regulatory and compliance guidance

Schedule a Consultation

If you’d like to discuss your retirement plan, we’d be happy to schedule an introductory conversation.

No sales presentation. No obligation.

Just a thoughtful discussion about your plan, your goals, and how we may be able to help.

Every successful journey begins with choosing the right path forward.

Submit an Inquiry

Tell us about your plan

Every organization has unique goals, challenges, and priorities. Providing a few details below will help us better understand your retirement plan and ensure our initial conversation is as productive as possible.

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A Personal Note

I understand that selecting a retirement plan consultant is an important decision. Whether you’re looking for a second opinion or exploring a new advisory relationship, I’d welcome the opportunity to learn more about your organization and discuss how LibertyRoad may be able to help.

Keri Spanier
Founder & Principal Consultant

We respect your privacy and will never share your information. Every inquiry is reviewed directly by Keri Spanier.