PFR Advisors is an independent consulting firm focused exclusively on supporting retirement plan sponsors. We provide objective, conflict-free guidance to help employers manage fiduciary responsibilities, reduce plan-related risk, and ensure their retirement plans are operating in the best interest of employees.

We do not sell investment products, manage participant accounts, or operate as a recordkeeper. Instead, we serve solely as a fiduciary consultant—ensuring our advice is unbiased and fully aligned with your organization’s goals.

🔹 Fiduciary Support
We help plan sponsors build strong fiduciary governance frameworks, facilitate investment committee meetings, and document prudent decision-making processes.

🔹 Provider Search & Benchmarking
We conduct in-depth due diligence on plan providers and fees—helping employers choose recordkeepers and service providers that offer value, transparency, and scalability.

🔹 Investment Oversight
We assist in building and monitoring investment menus, reviewing performance relative to benchmarks and peers, and maintaining alignment with Investment Policy Statements.

🔹 Participant Communication Strategy
We help organizations design participant education strategies that improve engagement and financial wellness—tailored to your workforce.

With decades of experience across industries and plan sizes, PFR Advisors delivers expert guidance that empowers plan sponsors to meet their fiduciary obligations and improve retirement outcomes.

📍 Learn more at www.pfradvisors.com

PFR Advisors, LLC

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