Shepherd Financial Partners | Institutional Services
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
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Institutional Services

Institutional Services

Shepherd Financial Partners, creating comprehensive retirement plan solutions for 401K and pension clients and their plan participants.

Shepherd Financial Partners is dedicated to creating comprehensive retirement plan solutions for 401K and pension clients and their plan participants. This allows our clients to focus on their own business knowing that their plan fiduciary responsibilities have been addressed.

Advisement: We work with our clients to help them understand and address their fiduciary obligations. We have extensive experience as an investment fiduciary advisor for company savings plans and can offer full service solutions for 401(k), profit sharing and defined benefit pension needs.

Design Assistance and Consulting: Shepherd Financial Partners will provide a comprehensive analysis of your current plan and a comparative analysis for the suitable solutions available for your firm. In addition to contractually sharing the investment fiduciary role, we will help develop investment committee practices and protocols, and assist with investment selection and monitoring. We will review the QDIA or Qualified Default Investment Alternative. Shepherd Financial Partners provides access to a national network of qualified investment advisors when selecting funds and fee benchmarking and analysis.

Implementation: At Shepherd Financial Partners we provide comprehensive education and communication programs for employees enabling them to optimize their benefits. As advisors, we also offer educational and financial planning services.

Plan Support: We will systematically review and measure the success of the plan, at both the participant and plan level, on a regular basis.

For plan sponsor use only.  Not for use with participants or the general public.