Career to retirement, every step of the way.
Help your employees save and transition to retirement with confidence.
Tailored Retirement Benefits for Every Organization
- Simplify plan administration
- Meet fiduciary and compliance obligations
- Serve a multigenerational workforce
- Encourage higher plan participation and retirement readiness
Fiduciary
Health
We can help you stay current and compliant with your fiduciary obligations.
Plan
Health
We can help you tailor your plan to target your particular objective.
Financial
Health
We can help you encourage financial confidence in your employees.
Why HUB Retirement & Private Wealth
Experience, expertise, and a client-first approach in every engagement.
Fiduciary First
We uphold a high fiduciary standard of care, giving you confidence that your plan is managed in your employees’ and organization’s best interests.
Employee-Centered Experience
From onboarding to retirement, we provide personalized education, 1:1 counseling, and lifecycle support to improve retirement outcomes.
Data-Driven, Vendor-Neutral
We benchmark fees, investments, and service providers to ensure your plan remains competitive and effective through transparent insights.
HUB by the Numbers
$207B+
retirement plan & private wealth assets under advisement*
10,000+
retirement plans under advisement
50 States
where our team of financial professionals can help
* HUB International Limited ("HUB International") is the parent company to HUB Retirement and Wealth RIAs providing investment advisory and management services to its respective clients, under the general trade name of HUB Retirement and Private Wealth. All current HUB International RIAs maintain a combined total of [$207,972,699,200] in aggregated regulatory assets under management ("Aggregated AUM"), based on the reported AUM for each respective individual HUB RIA effective as of December 31, 2025. The HUB RIAs and the respective Aggregated RAUM include the following: GRP Financial [169,584,566,299]; HUB Investment Partners [27,506,701,567]; RPA Financial [10,881,431,334]. The AUM reported for HUB Investment Partners includes the regulatory assets under management of HUB Investment Advisors and Taylor Advisors, both of which joined HUB Investment Partners effective March 30, 2026. Additional information for each individual HUB RIA may be found in the respective Form ADV available on the SEC's IAPD website at adviserinfo.sec.gov.
How We Help
Plan Operations
- Plan design + enhancement
- Turnkey implementation
- Plan and participant reporting
- Plan benchmarking
- Auto enrollment and auto increase features available
- Pre-tax and after-tax (Roth) salary deferrals
- Plan Sponsor Training
Fiduciary & Compliance
- Investment committee support
- ERISA and non-ERISA support
- Investment selection and monitoring
- Investment Policy Statement formation and review
- Fiduciary training and regulatory updates
- Quarterly meetings, updates and reports
- Legislative updates
Employee Experience
- Group education workshops
- One-on-one Meetings
- Quarterly newsletters
- Year-round communication
- Videos, blogs, checklists, and calculators
- Range of cost-effective investment options
- Online enrollment experience
Focused on Employee Retirement Outcomes
Ongoing support through every stage of an employee’s career.
- Employee joins company
Engagement
- Makes life goals
- Thinks about retirement
Education
- Retires
- Lives out retirement years
Transition
Our Process
A structured, repeatable approach for plan success.
We collaborate with your team and service providers at every step to ensure smooth implementation, engaged participants, and ongoing compliance.
Let’s Plan Your Next Step Together.
Schedule a conversation with one of our advisors.
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