A plan that gives you peace of mind.

“Our goal is to make sure our clients are in complete control of their plans and that they are working in the best interest of their business, as well as their employees. That means we provide honest, straightforward advice and a completely transparent process that gives our clients confidence they are doing the right things.”

Patrick Burke, Managing Principal

At Burke Group, we recognize that running your retirement plan is just as important as running your business. You need an experienced partner you can trust to give you the facts and clear recommendations based on what’s best for your specific situation.

No fancy gimmicks, no over-promises and no inflated fees. Just the information and advice you need to keep your business healthy and your employees happy.

• 30 IRS/DOL audits completed within the last seven years – no material findings.

• Our clients operate plans at 30% fee discount to national average.

Through detailed analytics, industry benchmarking and the benefit of over 25 years of experience, the Burke Group team gives you the knowledge and confidence to feel completely in control of your retirement plan. You get the peace of mind that comes from knowing you are providing your employees with a plan that is best suited for their needs, but also meets the needs of your organization by reducing costs and ensuring compliance. It’s all part of Burke Group’s ongoing commitment to our clients.

80 Linden Oaks, Suite 210, Rochester, NY 14625 | www.burkegroup.com | 585-624-5500

To find out more, please contact Brian Schiedel (bschiedel@burkegroup.com) or Richard Burke (rburke@burkegroup.com) at 585-624-5500.

Burke Group Fiduciary Consulting for Retirement Plans: A proven process. Burke Group stands by your side throughout the process of planning and maintaining a retirement plan – from initial analysis to plan design to employee communications to reporting and compliance.

Optimizing your plan.With an open mind and a commitment to complete objectivity, we probe every aspect of your existing plan to identify areas for improvement. We employ sophisticated analytics to make sure our recommendations are supported by accurate and measurable data. This methodical approach lets us construct a retirement plan solution that achieves the goals of your organization and plan participants, while prudently managing your fiduciary risk.

Managing your risk. The way we see it, implementing a retirement plan is just the beginning of our commitment to your company. As business conditions, government regulations and your employee demographics change, we stay committed and fully engaged, helping you monitor and manage your plan to minimize risk, ensure compliance and provide the optimal solution for your company and your employees.

Services include:• Measure the likelihood that your plan would withstand scrutiny of regulators• Active monitoring and documented due diligence to ensure plan compliance• Flawless execution of plan and participant level transactions

Let’s talk.Our commitment begins with a conversation. By asking the right questions and gaining a better understanding of your current plan and goals, we can start to identify a path forward for your company with guiding principles and achievable objectives.

“Burke Group is a strong partner and ally of ours.  They look out for what’s best for the company and our employees.”

James Gould, President Alesco Advisors

“They follow the best practices in the industry and make sure we as a company understand those, too.”

Chris Jacobs, President and CEO, Star Headlight and Lantern Company

“Our company needs assurance that things are being done by the book. Burke Group does just that.”

Todd Henderson, Vice President, Henderson- Johnson Co., Inc.