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Corporate Retirement Plans

Satisfaction for your workforce. Peace of mind for you. A Hefren-Tillotson 401(k) retirement plan makes all the difference.

Beyond being your most trusted advisor, we offer you and your employees additional personal services, simple enrollments options, and ongoing touchpoints to make the most of your retirement options.
Financial Security for Workers
Workers and their families deserve the peace of mind that comes with personal financial security.
Quality Products for Empoyers
Employers deserve competitive, cost effective benefits that attract and retain the best employees.
Effective Client Partnerships
Through effective client partnerships, we can help turn those beliefs into reality for the many people who work hard to make our region a better place to live.

A good plan makes all the difference.

Offer your employees the retirement plans they’re looking for to satisfy their own personal retirement goals.
Regularly review and update your retirement plan to drive optimal performance and maximum participation.
Ensure that you meet your requirements under the Employee Retirement Income Security Act of 1974 (ERISA) through ongoing reviews.
Work with you to plan and implement long-term strategies that provide maximum value for your retirement benefit investment.

Plan Sponsor Services

  • Manage Fiduciary Liability
  • Work with you to find the best recordkeeper, TPA, or bundled solution to suit your organization
  • Accept status of ERISA 3(21) Investment Fiduciary - unbiased, fee-based advice in the best interest of your Plan participants
  • Investment selection and monitoring including recommendations for changes to the investment menu, and annual updates to the Investment Policy Statement
  • Negotiate costs with all providers based on ongoing, regular fee benchmarking
  • Retirement Plan Scorecard to track participation and deferral trends, and to focus employee communication on the specific needs of your organization

Participant Engagement

  • Ongoing education and assistance (group and individual) to ensure participants understand, value, and utilize the Plan to suit their personal retirement needs
  • Investment education
  • Financial Wellness topics
  • Retirement Readiness, including tools like Automatic Enrollment & Increases, or our Smart Saver program
  • Transition employees to retirement

Take the first step for your company.

Meet with a Hefren-Tillotson advisor to design a Corporate Retirement Plan that fits your needs and the needs of your employees.


You Can Trust.

Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.


You Can Rely On.

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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.