Employers

Retirement Plan & Financial Wellness Solutions That Empower Your Business and Your People

At RetirementDNA, we design and manage retirement plans that align with your organization’s goals while providing meaningful support to your employees. As independent fiduciary advisors, we work seamlessly with leading recordkeepers to deliver tailored, cost-effective solutions. From plan governance to employee education, we help you navigate regulatory complexity and empower your workforce with the tools and guidance they need to build financial confidence and long-term security.

Retirement Plan Fiduciary Advisory Services

At RetirementDNA, we go far beyond basic investment oversight. Powered by deep expertise, cutting-edge technology, and a genuine passion for helping people, we deliver a comprehensive suite of fiduciary advisory services designed to drive better outcomes for both your business and your employees. From plan governance to financial wellness, we help plan sponsors navigate complexity and maximize the impact of their retirement plans.

Complementary RDNA Retirement Plan Assessment

Uncover opportunities to strengthen your retirement plan with our no-cost, six-part assessment. This comprehensive review delivers a 360-degree analysis of your plan’s structure, performance, and fiduciary health including fee benchmarking— helping you identify strengths, address weaknesses, and align more closely with industry best practices. It’s an invaluable tool to help you reduce liability, minimize fees, optimize outcomes, and better meet the needs of your employees.

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Employee Financial Wellness

Implementing financial wellness programs has been shown to significantly reduce employees’ financial stress, leading to increased focus and productivity in the workplace. RetirementDNA offers comprehensive financial wellness initiatives that equip your employees with practical tools and personalized guidance, covering topics from budgeting and debt management to long-term financial and investment planning. By integrating these resources into your benefits package, you not only support your employees’ financial well-being but also enhance job satisfaction and retention. When employees feel confident about their financial future, they are more engaged and committed—resulting in a win-win situation for both your team and your business.

Employee Engagement

Employees who value their benefits and engage in their own long-term financial planning are happier and more likely to stay with their current employer*. Happy employees are productive employees and happy humans make great cultures so it makes sense to help your employees take their financial planning to the next level.

Custom Group Education Workshops
One-on-one personal financial consulting
Financial planning beyond the 401k

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Executive Wealth Management & C-Suite Financial Services

Top-tier talent requires top-tier benefits. RDNA Wealth is designed to help you attract, retain, and reward key executives with a highly personalized approach to financial planning. Through our wealth management division, we provide busy leaders with comprehensive strategies across tax planning, estate planning, investment management, stock option planning, and goal-based financial modeling.

By helping your leadership team align personal financial goals with professional responsibilities, we empower them to stay focused on driving your company forward — while feeling confident in their own financial future.

Learn more about RDNA Wealth.

Equity Based Compensation & Stock Options

Equity compensation plans—such as stock options, RSUs, and other forms of ownership incentives—can be powerful tools to align employee and shareholder interests, reward top talent, and drive long-term company success. At RetirementDNA, we help you design, evaluate, and implement customized equity-based compensation programs that fit your organization’s goals and culture.

Our team brings deep expertise in structuring plans that are competitive, compliant, and strategically aligned with both corporate objectives and executive wealth strategies. From plan modeling and tax-efficiency analysis to executive education and individualized support, we ensure your equity offerings are understood, valued, and optimized for maximum impact. Whether enhancing retention strategies or helping your leadership team unlock the full value of their awards, we deliver the insight and hands-on guidance you need to turn equity compensation into a true strategic advantage.

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CONTACT US

533 S Vinewood Street
Escondido, CA 92029

(858) 216-4144
info@retirementdna.com

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Investment advice offered through Integrated Partners, doing business as RetirementDNA. Please note the other companies referenced on this website are separate entities from RetirementDNA and Integrated Partners and are not authorized to provide, and do not provide investment advisory services.