Henderson Brothers Insurance Agency

Retirement
Plan Services

As an independent retirement plan advisor, Henderson Brothers Retirement Plan Services has been providing consulting services for a wide variety of clients for nearly two decades.

We service over 150 clients and represent over $500,000,000 in qualified plan assets. Today, we design and manage programs for thousands of individuals, as well as leading corporations, small businesses, and non-profit organizations throughout the region and beyond.

Henderson Brothers Retirement Plan Services has access to a multitude of investment providers, and we pride ourselves on offering customized “retirement ready” solutions to all of our clients. We have the resources to conduct a thorough plan benchmark and vendor analysis to determine the strength of your current employer sponsored retirement plan. We consistently deliver superior results to plan sponsors and participants, and service hundreds of organizations.

Please browse our site to see what a value-added benefit offering an employer-sponsored retirement plan can be, and how our service model can help you as a fiduciary increase the overall health of your plan.

“Henderson Brothers’ Retirement Plan Services are an exceptional find in today’s marketplace. So many companies talk about customer service, yet Henderson Brothers lives it. They’re amazing and continue to surprise me by not shying away from situations where they know the going could be challenging. There are a million positives about the work they’ve done for us and I know other clients that also give them glowing references. Henderson Brothers’ retirement provider program didn’t just do what they said it was going to do. They’ve gone well beyond it. Anyone considering Henderson Brothers Retirement Plan Services for their retirement plan would be lucky to have them as a partner.”

Diana K. Siard, SPHR
Director, Human Resources
Mercy Behavior Health

*These are the views of a brokerage client. Their views may not be representative of other clients and is not to be construed as indicative of future performance or success.

Securities & Advisory Services offered through LPL Financial, Member FINRA/SIPC