We will help you plan for your future and make the decisions that best fit your personal investment objectives.

Ullico Retirement Solutions has a deep knowledge of successful investment strategies, and our investment professionals have many years of investing experience through all market cycles.

We have the expertise to counsel members on the degree of market risk required to meet their individual goals and which plan investment options are most suitable for them. Plus, we like to make it easy. Our advisors can skillfully communicate in layman’s terms to help participants understand what they should do and why.

Ullico Retirement Solutions will support you by:

  • Acting as an ERISA 3(38) full fiduciary or ERISA 3(21) co-fiduciary
  • Providing written Investment Policy Statements for plan sponsors
  • Providing custom designed Target Retirement Date Allocations
  • Utilizing open architecture/unlimited selection of investment options
  • Providing detailed fund analysis and selection processes
  • Providing ongoing fund monitoring and reporting