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institutional retirement plans

At The Harrison Group, we believe that the people who work hard to make our communities thrive deserve the peace of mind that comes with personal financial security. For employers, offering competitive, cost-effective benefits is essential to attracting and retaining satisfied, productive employees—and one of the most important benefits is a strong retirement plan.

We help organizations design and manage these plans so employees can save confidently for every season of life. This work reflects what we call our Noble Purpose: helping people in our community achieve financial security.

qualified plan consulting group

The Harrison Group is part of Baird’s Qualified Plan Consulting Group (QPCG), a nationwide affiliation of highly credentialed Financial Advisor teams dedicated to serving retirement plan clients. In a highly regulated and ever-changing landscape, retirement plan administration requires specialized expertise. We leverage deep knowledge and an objective, unbiased approach to help employers navigate complexity while keeping their—and their employees’—best interests at the forefront.

Available Service Options

We offer the following consulting services for employer-sponsored retirement plans:

  • Ongoing Retirement Plan Committee Meetings
  • 3(21) Fiduciary Services
  • Investment Policy Statement Assistance
  • Investment Due Diligence and Fund Menu Guidance
  • Legislative Consultation and Updates
  • Plan Design Consultation
  • Third-Party Vendor Due Diligence and RFP Services
  • Cost Benchmarking
  • Participant Education and Guidance

we help employees in every season of life.

Spring


Investors can typically afford to focus on long-term growth in this season of life. By starting early, participants can capture decades of growth and weather the normal market cycles along the way. With the right mix of growth-focused investments and disciplined saving habits, early-career participants create a strong foundation that sets every future season of retirement planning up for success.

Summer


The focus shifts from simply getting started to staying consistent, making summer the stage when retirement savings start to take shape. With contributions building and investments compounding, participants benefit from maintaining steady saving habits—especially through periods of market heat or volatility. This is the season to review progress, ensure investment choices still match long term goals, and consider gradually increasing contribution rates as income grows. By nurturing what they’ve planted and resisting the urge to react to short term market swings, savers keep their retirement strategy thriving and on track.

Autumn


This is the season when retirement savers begin evaluating what their savings have produced and make thoughtful adjustments for the years ahead. It's a good time to review contribution levels, rebalance investments, and ensure the strategy still reflects long term priorities. Participants may consider increasing contributions to maximize savings and preparing for upcoming milestones like catchup eligibility. By refining their approach and reinforcing healthy habits, savers help ensure their retirement plan continues to mature and stay aligned with their future vision.

Winter


Retirement is no longer a distant goal but a visible horizon, making protection and preparation top priorities in the winter season of life. Participants focus on preserving what they’ve built by adjusting risk levels, optimizing tax strategies, and creating a plan for income needs in retirement. This is the season to evaluate withdrawal strategies, review Social Security timing, and ensure accounts are organized for a smooth transition into decumulation. By thoughtfully protecting their progress and planning ahead, savers can enter retirement with clarity, confidence, and a strong sense of readiness.

We're Here For You!

With over 80 years of combined experience, we have guided clients through all market conditions and life transitions. No matter where you are today, we're here to create a customized plan that grows with you - helping you build a secure and successful future.

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