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Retirement plans: optimized. Expertise, at your service.

Retirement plans: optimized. Expertise, at your service.

We proactively support and build financially sound business owners and employees by utilizing the power of sponsored retirement plans.

We are a fintech division of Financial Solutions Group: a company with 30+ years in the financial services industry. FSG and Forerunner wield a combination of cutting-edge technology, efficient processes, and reliable fiduciaries to support clients’ current needs and future goals.

Our Pillars of Service

Investment Services

Investment Services

We review and manage your plan documents, risk tolerance, and objectives.  Our team continually monitors, analyzes, and communicates investment portfolio performance.

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Financial Education

Financial Education

We develop and implement ongoing education strategies tailored to address plan objectives and the needs of your workforce. We empower employees to utilize the benefits you are providing them.

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Plan Administration

Plan Administration

We provide professional advice and guidance across plan design and implementation, as well as ensure accurate administration in the recording, processing, and investment of  your contributions. 

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Already have a plan? We can take a look.

We help businesses of all sizes, ranging from 1-10,000 employees

401(k) + Profit Sharing

401(k) + Profit Sharing

Traditional, Roth

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Simple, SEP and Solo 401(k)

Simple, SEP and Solo 401(k)

Simple, SEP and Solo 401(k), 412(e)

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403(b) and 401(a)<br/>

403(b) and 401(a)

Traditional and Roth

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ESOP<br/>

ESOP

Employee Stock Ownership Plans

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Providers we work with:

Forerunner is able to work alongside more than 40 different providers: and we align you with the one that best fits your needs.

Schedule A Consultation

If you believe you could benefit from working with Forerunner Retirement Plan Consulting, let’s review your goals to see if you’re a good match for our services.

Meet with our Team