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For more than two decades, RegentAtlantic has helped business owners design financial programs to benefit their employees that are simplified, transparent and free from undisclosed conflicts. Each retirement plan has a team dedicated to oversee the plan, allowing you to devote your time and energy to what you do best: leading your organization, secure in the knowledge that your plan and employees are in good hands.

Retirement plans to support you and your business

  • Clients first. As a Fiduciary, RegentAtlantic holds itself to the highest standard, putting client’s interests first
  • No commissions. A fee-only Firm, there are no commissions – expenses are competitive and transparent
  • Third-party resources. Leverage our established relationships with third-parties, such as actuaries and record keepers
  • Tools and technology.  Easy implementation with payroll integration, smartphone apps and video content
  • Due diligence. We conduct extensive due diligence on all funds and managers and offer low cost investment options
  • Attracting talent. We create 401K benefit plans to help you attract and retain top talent

Financial peace of mind for employees and their families

  • Team approach. Partner with experienced Certified Financial Planner™ professionals focused on helping individuals and families achieve financial peace of mind
  • Group employee engagement. Ongoing employee engagement through in-person meetings, webinars, video, and other web-based tools.
  • Individual meetings. Advisors are available for individual consultations.
  • Financial well-being. More than just investments – we cover retirement planning, tax management, Social Security/Medicare decisions, education funding, and estate planning.

Contact RegentAtlantic today to learn more about our 401(k) and other Retirement Plan services.

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