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Employee Benefit Plan Sponsors

As a retirement plan sponsor, managing a plan for your employees comes with significant fiduciary responsibility and liability. Shorepoint helps you create a successful corporate retirement plan for your organization while minimizing fiduciary risk for executives, owners, and HR professionals.

Experienced fiduciary, research and investment professionals

Our team’s in-depth understanding of retirement strategies, security and fund research, prudent investment options, fiduciary responsibility, employee education and regulatory policies— including ERISA Section 404(c)—helps you execute a plan to provide optimal value and benefit for your employees. As a Shorepoint client, you’ll always have the direct support of—and access to—our principals.

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Independent, fee only, platform agnostic

Shorepoint offers objective investment advice to plan sponsors without the conflicts of interest created by the commission structure of traditional retirement plan brokers. We are privately owned and completely independent in our approach—we have no allegiance to any one retirement plan product, platform or provider.

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Shorepoint’s Corporate Retirement Services include:

  • Plan Benchmarking
  • Plan Provider Evaluation
  • Recordkeeping Platform Review
  • Investment Policy Statement Development
  • Asset Allocation Guidance
  • Investment Selection
  • Employee Enrollment and Education
  • Plan Co-fiduciary

Contact Shorepoint Capital

Contact our Managing Directors Tim Vanech and Luis Raposo, CFA to discuss how Shorepoint can help you manage your firm’s employee retirement plan.

Contact us
  • Individuals and Families
  • Institutions
  • Small Businesses
  • Employee Benefit Plans

Shorepoint’s Retirement Plan Services

  • Independent
  • Fee Only
  • Platform Agnostic
  • Experienced Professionals
  • Direct Access to our Principals

Latest Commentary

  • Newsletter Q4 2022January 9, 2023
  • Newsletter Q3 2022October 11, 2022
  • Newsletter Q2 2022July 20, 2022

  • 220 Norwood Park South
  • Norwood, MA 02062
  • (781) 341-7246
  • (781) 341-7250

Tim Vanech
Managing Director
Luis M. Raposo, CFA
Managing Director,
Chief Investment Officer


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