Retirement Plans

Bidart & Ross Solutions to the Investment Puzzle
10391 Double R Boulevard, Reno NV 89521-5991     (775) 826-6400

We offer a significant experience in all arenas of the retirement plan marketplace including corporate qualified, non-qualified plans, multi-employer Taft-Hartley and governmental plans. At Bidart & Ross, our job is to help plan sponsors meet their fiduciary responsibilities, manage plan-related costs, educate employees and provide outstanding investment opportunities to participants.

We utilize a 7-step process to provide fiduciaries with the information and support they need to confidently arrive at decisions for their plan:

  1. Assessing Needs and Goals
  2. Crafting the Investment Policy Statement
  3. Designing an Optimal Asset Allocation or investment offering
  4. Selecting Investment Managers
  5. Performance Reporting
  6. Managing the Plan’s Governance Process
  7. Controlling Plan Related Costs