Retirement Plan Consulting for Organizations That Value Partnership

At LibertyRoad, we work with organizations that understand the importance of providing a meaningful retirement benefit while recognizing the responsibilities that come with managing a retirement plan.

Our clients are looking for more than an advisor. They are looking for a trusted partner—someone who can simplify complex decisions, provide objective guidance, and help them confidently fulfill their fiduciary responsibilities.

Whether you’re evaluating providers, reviewing investments, benchmarking fees, or preparing for your next committee meeting, Liberty Road serves as an extension of your team.

Organizations We Typically Serve

Mid-Sized Employers

Many of our clients maintain retirement plans with assets between $10 million and $100 million.

As plans grow, so do the responsibilities associated with overseeing them. We help organizations implement prudent processes, improve governance, and navigate increasingly complex fiduciary obligations.

Healthcare Organizations

Healthcare employers face unique workforce challenges and often rely on retirement benefits to attract and retain talent.

We help healthcare organizations design and manage retirement plans that support both organizational goals and employee financial well-being.

Family-Owned & Privately Held Businesses

Business owners often wear many hats. Managing a retirement plan should not have to be one of them.

We help business owners create retirement programs that support their employees, align with company goals, and provide confidence that the plan is being managed thoughtfully and responsibly.

Manufacturing & Multi-Location Employers

Organizations with multiple locations or diverse employee populations require retirement plan strategies that are both scalable and effective.

We help simplify plan oversight while improving participant engagement across the organization.

Professional Service Firms

Attorneys, accountants, consultants, architects, engineering firms, and other professional organizations often seek retirement plan guidance that reflects the sophistication of their businesses.

We provide strategic consulting tailored to organizations that expect a high level of expertise and service.

Nonprofit Organizations

Mission-driven organizations deserve retirement plans that are thoughtfully designed and responsibly managed.

We work with nonprofit leadership teams and boards to strengthen fiduciary oversight while helping employees prepare for retirement.

The People We Work With

Our primary relationships are often with:

Business Owners
Chief Financial Officers
Human Resources Leaders
Controllers
Benefits Administrators
Retirement Plan Committees
Executive Leadership Teams

We understand the pressures these individuals face and strive to make retirement plan management more efficient, more transparent, and less time-consuming.