Comprehensive Retirement Plan Consulting Services
Plan Design & Administration
Ensure your plan is compliant, competitive and built to meet your needs
Investment Oversight
Navigate 3(38), 3(21) & 3(16) fiduciary options and Investment Lineup Selection
Employee Engagement
Educate your participants at their level of understanding, one size doesn't fit all
What Sets Us Apart?
We only focus on Employer Sponsored Retirement Plans, unlike traditional advisors, who focus on wealth management and servicing the retail markets.
Dan has spent his career advising executive teams for one of the nation's premier "bundled" recordkeeper/TPA/mutual fund firms. We read plan documents and adoption agreements, we will parse through complicated fee disclosures, we understand implementing payroll integration, and can even help file your 5500. We are knowledgeable on all aspects of your plan, not just the investment piece.
Dan Carroll, CRPS
​
​​
Founder
"At Blackbird, we understand that managing a retirement plan can be consuming. Our dedicated team is here to take that burden off your shoulders, allowing you to focus on what you do best—running your business."
Blog Feed
