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Qualified Retirement Plans: Powerful Solutions For Your Business

Care For Your Employees & Build A Better Business

At Pillar Financial Group, we work with you to design and manage retirement plans that are aligned with both your business goals and the unique needs of your workforce. Our customized retirement plan services help streamline plan administration, reduce liability, and provide your team with attractive benefits that support their financial security for years to come.

Meet Your Credentialed Retirement Plan Design Team

Keith Foe

Keith Foe, CFP®, CPA, CLU®, CFA®, QPFC

Partner & Wealth Management Advisor

Jamie Endicott

Jamie Endicott, QPFC

Retirement Plan Specialist

Patrick Mulcahy

Patrick Mulcahy, QPFC

Retirement Plan Specialist

Molly Mason

Molly Mason, QPFC

Retirement Plan Specialist

KC Radke

KC Radke, QPFC

Manager of Retirement Plan Operations / Registered Representative

Frank Conner

Frank Conner

Client Service Associate

Kimberly Juarez

Kimberly Juarez

Client Service Associate

Marla K. Freeman

Marla K. Freeman

Administrative Assistant

Driving Better Outcomes For Your Team And Your Business

  • Check Fiduciary Protection

  • Check Comprehensive Financial Education

  • Check Plan Consulting Tailored to You

  • Check Transparent Fees

  • Check Team of Experts to Partner With

  • Check Increased Retirement Outcomes

  • Check Access to Personal Financial Planning

  • Check Best in Class Products and Services

Our Qualified Retirement Plan Process

As seasoned financial professionals in investments and qualified plan design, we work closely with the plan trustees to build and maintain your qualified plan. We also work directly with your participants to educate them, help them take advantage of their options, and build financial plans to meet their unique objectives.

Oversee

Our team will oversee all aspects of plan administration and will quarterback the entire process.

Administer

Assist with Recordkeeper/TPA selection process from a handful of vetted partners.

Structure

Create Investment Policy Statement (IPS) to establish criteria for selecting & monitoring funds.

Review

Monitor investment lineup according to IPS.

Manage

Annual plan sponsor oversight meetings to review plan design, performance, fees and administration.

Educate

Hold regularly scheduled group employee meetings.

Enable

Provide one-on-one meetings with employees who are interested in reviewing their financial picture.

This Plan Could Be a Game Changer

Whether you’re launching your first retirement plan or improving an existing one, our team helps you design, manage, and optimize solutions that support your business goals and empower every employee.

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Who We Serve

We support businesses, individuals and families navigating complex decisions and transitions.

See How We Help

How We Work

Our planning-first approach brings clarity to complex wealth management and retirement planning questions.

Explore Our Approach

Connect With Us

We’d be delighted to hear from you and explore how we can help you gain clarity and control over your wealth and future.

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