MARINER RETIREMENT ADVISORS

Firm Profile

FIRM PROFILE
Mariner Retirement Advisors provides advisory services to retirement plan sponsors with a goal of improving employees’ retirement readiness and enhancing clients’ benefits packages. Mariner Retirement Advisors provides a wide range of services, including: plan design consulting, investment selection, asset allocation, ERISA compliance, investment policy statement preparation and maintenance, and fiduciary support.

KEY CONTACTS
Dawn McPherson, (913) 378-9149,
dawn.mcpherson@marinerretirement.com
David Stofer, (913) 378-9144,
david.stofer@marinerretirement.com
Mark Nothnagel, (913) 378-91445,
mark.nothnagel@marinerretirement.com
Tim Duncan, (913) 378-9146,
tim.duncan@marinerretirement.com
WEBSITE marinerretirement.com

PRIMARY MARKET(S) SERVED
Small – ($1 million – $10 million)
Mid – ($10 million – $100 million)
Large – ($100 million – $250 million)

OPTIONS AVAILABLE
• 3rd party vendor analysis tool
• 3rd party investment analysis tool
• Other tools
• Benchmarking tools
• Participant advice/participant services
• CRM/data aggregation
• Allows fiduciary declaration 3(21)/3(38)
• Plan design consulting
• Consulting on SMAs
• Plan sponsor fiduciary training
• Stable value analysis
• Minimum fee schedules
• Participant education and communication
• In-depth plan reporting
• Including retirement readiness analysis
• Financial wellness program
• Online data aggregation via eMoney

3rd Party Clearing BD: N/A