OAK STREET ADVISORS
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Retirement Plan Services

Oak Street Advisors offers retirement plan services for South Carolina businesses. We help in comparing plans and expenses, designing plans for new and existing qualified retirement plans, selecting investment options, monitoring investment options, and providing employee education. 

We partner with independent third party plan administrators to provide turnkey solution to retirement plan needs. Oak Street act as a co-fiduciary with the retirement plan sponsor and charges a minimum annual fee for retirement plan services.   
Contact Oak Advisors for info on Retirement Planning
Small Business Retirement Plans

Oak Street Financial Advisors Retirement Plan Services:
  • Assist in selecting an appropriate retirement plan and provide education as to plan options and alternatives 
  • Assist in analyzing and comparing the expenses of current and alternative plan options
  • Act as a co-fiduciary in selection of plan investment options 
  • Provide professionally designed risk based portfolio options for participants
  • Monitor & recommend modifications to investment options as appropriate 
  • Provide annual onsite sign up and plan education meetings
  • Provide ongoing education for plan participants through quarterly electronic newsletters
  • Provide a risk tolerance questionnaire and analysis of results for each participant
  • Act as a liaison between client and plan administrator   

    Want a free plan comparison? Fill out this form!

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  • HOME
  • SERVICES
    • Financial Planning
    • Tax Planning
    • Fiduciary Investment Management
    • Small Business Planning >
      • Business Retirement Plan Advisory
  • ABOUT US
    • WHAT IS A FEE ONLY ADVISOR?
    • FREQUENTLY ASKED QUESTIONS
    • OUR TEAM
  • BLOG
    • BLOG
  • SCHEDULE AN APPOINTMENT
  • CONTACT A FINANCIAL PLANNER