Your Partner in Nurturing Growth

With years of specialized experience, our firm stands as a towering Douglas Fir in the realm of workplace retirement plan management—rooted in integrity, expertise, and a deep understanding of the challenges within the forestry sector.

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Congratulations to Swanson Group on their award nomination for the 2024 Plan Sponsor of the Year!

Headquartered in Roseburg, Oregon, Swanson Group has grown from a small business in the 1950s to a major employer with over 900 employees across three locations in southern Oregon. The prestigious Plan Sponsor of the Year awards program recognizes retirement plan sponsors who demonstrate an exemplary commitment to their participants' financial health and retirement success.

Customized Retirement Plan Management Solutions

We are dedicated to cultivating financial security and growth for the forest products industry in the Pacific Northwest and beyond. Our retirement plan management services are designed to maximize retirement outcomes for your employees while ensuring compliance and minimizing administrative burdens. We offer customized solutions for plans including corporate cash management, defined benefit and 401k depending on your business needs.

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Our Services

Investment Monitoring & Analysis
Our team continuously monitors the market landscape, focusing on investment options that align with the growth trajectories and stability requirements of the forest products sector.

Employee Financial Wellness Programs
We believe informed employees make empowered participants. Our comprehensive educational programs cover everything from basic financial literacy to advanced retirement planning, all tailored to the forestry context.

Regulatory Compliance & Reporting
Stay ahead of the curve with our expert compliance support. We navigate the complexities of regulatory requirements, ensuring your 401(k) plan adheres to the latest laws and guidelines.

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Contact Us Today

If you believe you could benefit from working with a financial professional, let’s review your goals to see if you’re a good match for our practice.

Why Choose Us?

Specialized Expertise: Our deep focus on the forest products industry means we understand your business from the ground up.
Regional Knowledge: As a firm rooted in the Pacific Northwest, we are intimately familiar with the economic, environmental, and regulatory landscape that impacts your operations and workforce.
Comprehensive Support: From plan design and implementation to ongoing management and employee engagement, we offer a full spectrum of services to ensure your retirement plan's success.
Proven Track Record: With a history of delivering measurable results for our clients, our firm is a trusted partner in building financial resilience and prosperity.

What Our Clients Have To Say

We have partnered with Macgregor Hall and Deschutes Investment Consulting to assist with our 401(k) plan for nearly 20 years. They take their fiduciary role seriously, allowing us to have confidence in the fact that we have a dedicated team helping us navigate our duties as a plan sponsor. I recommend Deschutes Investment Consulting to any business owner looking to benchmark and improve their retirement plan.

- MacKenzie Perry, Swanson Group, VP of Finance / CFO

The Deschutes Retirement Education Team has been tremendously helpful in promoting our retirement plan and educating our employees about the benefits of saving and investing for the long term. Partnering with Deschutes has been a great asset, as we look to attract new talent and help employees save for retirement. Their custom education program and thorough knowledge of our employee base have made a real difference. It has allowed us to make real, positive impacts on our staff by focusing on the things that matter to them. As a result, employee awareness of our great benefits package has increased dramatically since Deschutes has been involved with education and advice. - MacKenzie Perry, Swanson Group, VP of Finance / CFO

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