Corporate Retirement Planning

“Over the course of 30 years in the corporate retirement plan arena, we've had an opportunity to not only observe the sweeping changes the industry has undergone, but to play a leadership role in helping clients adapt to and seize opportunities in an ever-changing investment and legislative climate.” – Bill Hastie, Founder‚ Hastie Financial Group

Hastie Financial Group brings the experience you and your employees seek across multiple plans and needs

At Hastie Financial Group, our consultative approach is designed to pursue excellence in all facets of retirement plan and investment oversight. We bring three decades of experience and the essential industry knowledge and credentials to assist today's businesses in developing effective retirement plans.

A passion for excellence in retirement plan management and oversight

We're passionate about providing the retirement plan strategies that best suits the needs of your company and your employees. We implement a high standard of care while offering access to an appropriate mix of investment options, education, personalized guidance and counseling to your employees as they pursue their retirement goals. Through our adherence to a high fiduciary standard, we are able to instill the confidence you seek, knowing your interests and those of your participants  come first.

As independent advisors, we are both vendor and investment neutral, helping to ensure transparency across all aspects of your plan as we strive to help improve desired plan and participant outcomes. Through Commonwealth Financial Network's Retirement Plan Consulting Program, approved advisors act as a co-fiduciary to your plan for investment selection, with the goal to improve retirement readiness for your employees and enhance the overall effectiveness of your plan.

Customized Plan Development

From our initial meeting, we partner with you every step of the way to develop and maintain a customized plan to strategically balance the objectives of your company and plan participants.

Retirement Plan Consulting

Our knowledge covers all aspects of plan operations, including changing service providers, managing plan conversions, updating and monitoring investments, vendor benchmarking, fee analysis, monitoring the plan's overall health and developing employee communications.

Retirement Plan Participants

In addition to assisting with enrollment into new plans, we provide qualified, objective insights on investment allocations. We will also develop an effective employee education program—including group and one-on-one meetings—based on the unique needs and objectives of your participants.