Institutional Retirement Plan Advisory Services

Deep knowledge in investments and retirement is a critical part of Fifth Third’s retirement plan advisory services. By understanding the complexities that successful retirement plans require, our specialized team of experts are ready to put their years of experience to work for you, helping you make informed plan decisions to drive desired results.

Our first priority is to work toward your goals, keeping the attention centered on you and your employees. As your trusted partner, we’ll work to understand your plan, industry, and participants’ demographics and behavior. This approach, combined with our commitment to understanding your organization and culture, enables us to tailor meaningful solutions for you, our valued client, and your employees.

Retirement Advisory Services

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Fiduciary Investment Services

  • Non-discretionary 3(21) investment advisory services
  • Discretionary 3(38) investment management services

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Plan Consulting Services

  • Plan governance
  • Plan design
  • Plan administration
  • Plan investments
  • Education and communication
  • Financial wellness
  • Fees

We are here to help

Picture of Kimberly Cottrell, Retirement Plan Advisory Services

Kimberly Cottrell

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