Retirement Services

Are your “advisors” doing their best for you and your team?

With the support of Equitable Equitable, advisors in The BlackOak Group are ready to perform as advisors to a company’s retirement plan. As the financial industry’s landscape changes, we feel that there is considerable pressure on plan sponsors and financial corporations to adhere to a standard that is often missed or misunderstood.

Minimize Risk

The BlackOak Group’s experienced team can help with compliance oversight, risk profiling, and legislative and regulatory affairs monitoring to mitigate your plan risk. Equitable Equitable, one of the largest insurance and wealth management organizations in the country, backs our promise to our clients in writing.

No obligation review of your retirement plan.

If you’d like to discover more about how The BlackOak Group can help with your plan, read more about our approach or call us for a review of your employer sponsored retirement plan.