Delivering Results for Retirement Plan Sponsors & Participants

Comprehensive retirement plan consulting and fiduciary services to help companies deliver optimized retirement outcomes.

Pallas Experience & Commitment

Pallas Capital Advisors provides tailored retirement plan consulting through 3(21) and 3(38) investment fiduciary services, institutional investment consulting for defined contribution and defined benefit plans, and ongoing plan and participant wellness servicing.

Comprehensive and tailored approach

Navigate market complexities & evolving client needs

Deliver actionable advice

Align integrated, customized solutions

Services Overview

Retirement Plan Advisory

  • Goals & objectives setting
  • Fiduciary roles & responsibilities
  • Plan design & reviews
  • Recordkeeper partnerships

Retirement Plan Investment Consulting

  • Investment research & selection
  • 3(21)/3(38) investment fiduciary services
  • Investment Policy Statements
  • Ongoing investment menu monitoring,  client reviews
  • Investment market updates & podcasts

Retirement Participant Services

  • Financial wellness programs
  • Employee meetings & education seminars (in-person & virtual)
  • Employee wealth services

Engaging Employees for Better Outcomes

  • Employee meetings
  • Monthly webcasts
  • The Pallas Perspective podcast
  • Financial wellness events