Why Accelerate Retirement

The best of both worlds

Maybe you’ve worked with a large, experienced institutional investment firm that couldn’t give your business customized attention. Or perhaps you’ve worked with a small advisory firm that was able to provide personal service but lacked a range of experience or diversity of talent.

At Accelerate Retirement, we’re proud to offer the best of both worlds: the high-touch, personal attention of a boutique advisory firm backed by the extensive resources and experience of a team of retirement plan experts.

The Accelerate Retirement difference

It is both our mission and passion to provide exceptional service to your organization. We are unique, our advisors maintain a laser focus in the retirement plan space. We have dedicated our professional careers to being Employee Retirement Income Security Act "ERISA" specialists.

Fiduciaries who do not follow the basic standards of conduct may be personally liable to restore any losses to the plan, or to restore any profits made through improper use of the plan’s assets resulting from their actions1. It is our mission to assist plan fiduciaries with their extensive responsibilities under ERISA.

1 https://www.dol.gov/sites/dolgov/files/ebsa/about-ebsa/our-activities/resource-center/publications/meeting-your-fiduciary-responsibilities.pdf

Let’s make providing retirement plans simpler—together