Paving the way: innovative and comprehensive strategies.

Institutional Services

Sheridan Road is proud to offer a comprehensive range of retirement plan services, executive benefit strategies, and innovative investment advice to corporate and not-for-profit clients.

Executive Benefits

Our Executive Benefits programs helps business owners and key executives supplement their retirement savings using tax-efficient strategies.

We understand how to bridge the gap created by limits on 401(k) deferrals, matching plans, and social security benefits to work towards building wealth for highly compensated individuals. Our long term, tax-aware strategies include:

  • Plan design assistance
  • Non-qualified plan financing
  • Fee benchmarking
  • Asset allocation and investment advice
  • Wealth accumulation and preservation
  • Participant education

Retirement Plan Consulting

Sheridan Road provides plan fiduciaries with comprehensive consulting services to help them create competitive, holistic plan designs that address company goals and help drive participants working toward retirement readiness.

Our team of experts provide plan design assistance and guide plan sponsors through the ever-evolving retirement plan landscape. Our non-fiduciary services include:

  • Defined Contribution and Defined Benefit plan design assistance
  • Vendor searches, benchmarking and management
  • Investment Policy Statement preparation and/or review
  • Plan transition coordination
  • Participant education and communication – holistic and value-based
  • Financial wellness strategies
  • Fiduciary training

 To help plan sponsors manage risk, we offer the following fiduciary services:

  • Investment oversight – selection assistance, monitoring, reporting and open architecture investment structure
  • Investment selection, review and monitoring
  • Plan design assistance with potential enhancement
  • Assist in identifying Qualified Default Investment Alternative (“QDIA”)
  • Investment recommendations