Educational Planning

Education costs have risen significantly faster than inflation. Because of these escalating costs, education planning has become a high priority for parents. Sheridan Road analyzes our client’s education funding needs based upon […]

Retirement Planning

There is more than $9 trillion in retirement assets in the U.S., however, the average 401(k) balance in this country is less than $60,000. Compounded by the uncertainty of social security, […]

Financial Planning

Sheridan Road provides comprehensive financial planning services customized to all our clients. Sheridan Road specializes in developing a detailed assessment of our client’s financial situation, understanding their goals and objectives and […]

Fiduciary Audit Package

Sheridan Road offers plan sponsor fiduciaries (known as Investment Stewards) the most extensive protection available in the market. Our co-fiduciary offering is unparalled in the industry because it meets the […]

Plan Design Services

In the world of retirement plans, only one thing seems certain: CHANGE is constant. Over the last decade, Congress has burdened plan sponsors with an overwhelming volume of legislation, making […]

Vendor Search Process

The retirement plan provider review process can be time-consuming, confusing, and frustrating. All too often, standard vendor-provided proposals do not include enough information to determine administrative, recordkeeping, compliance, and employee […]