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Retirement Plan Consulting

Great Outcomes Are Built on Culture, Enduring Values, & Dedicated Teamwork.

The Estes Holland Group serves as independent consultants in Retirement Plans. Along with great attention to the needs of the plan, we also assist our clients with their fiduciary responsibilities. Furthermore, the Estes Holland Group is apart of the Qualified Plan Consulting Group an exclusive collaboration of Financial Advisor teams who have dedicated their business to retirement plan clients. This is a highly specialized field, requiring years of experience & depth of expertise. Only 3% of advisors at Baird qualify for this distinction, & requires a special knowledge of & dedication to the qualified plan field. 

Our Focus

Our Focus

1. We are vendor, provider, and investment neutral
2. We have no proprietary requirements
3. We use a level compensation methodology to preserve our objectivity
4. The varied businesses of the firm have no bearing on our recommendations for the plan




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Our Services

Our Services

1. Fiduciary management assistance
2. Plan design consultation
3. Investment consulting and reporting
4. Vendor due diligence and vendor search-request for proposal services
5. Plan conversion assistance
6. Expense and revenue analysis
7. Participant education
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Our Values

Our Values

1. Clients come first
2. Specialization and dedication to the retirement plans industry
3. Provider relationships are broad and significant
4. Independent approach from a financially strong, associate-owned firm
5. Continuous and meaningful education
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Questions? Need more information? We want to hear from you!

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