Broker Check

Workplace Retirement Plan Consulting

Our specialized knowledge in retirement plans equips us to tackle the distinct challenges businesses encounter and create tailored plans that work for them.


If you are a plan participant looking for resources please click here:

Plan Participants
Award Winning Financial Education & Advice 

Award Winning Financial Education & Advice 

Since 1997, we've partnered with hundreds companies, delivering customized solutions for their Retirement Plans. Our deep understanding of 401k plans and financial strategies enables us to navigate corporate retirement complexities with precision.

We believe in providing Financial Education and Advice to all, knowing it transforms lives. With an average team experience of 25 years in the Finance Industry, specializing in Retirement Plans, Deschutes has been honored by NAPA and PlanAdviser several times as a top advisor team nationwide.

Participant Education 

Participant Education 

We prioritize education as the foundation of successful retirement planning. Our comprehensive program covers essential retirement basics, including starting early, setting financial goals, understanding investment options, and managing risk. We focus on building financial literacy through workshops, webinars, seminars, and online resources, covering topics such as budgeting, debt management, and the benefits of retirement accounts like 401(k)s and IRAs.

Our investment education breaks down complex concepts into easily understandable information, including asset allocation, diversification, and investment strategies tailored to different life stages. We conduct retirement readiness assessments to evaluate participants' financial situations and provide personalized recommendations for a secure retirement. With ongoing support and guidance, we empower participants to make informed decisions and take control of their financial future.

Customized Solutions for Your Business & Your Employees

Customized Solutions for Your Business & Your Employees

Your dedication to your employees and your business's growth is what defines you as a standout HR professional, business owner, or retirement plan sponsor. We understand the weight of your commitment and mirror it with premier financial strategies and unwavering fiduciary guidance.

Our seasoned team is ready to empower your employees and elevate your business to new heights of financial success. 

Here, you're more than a client; you're a partner. Together, let's build a future where your employees and your business thrive.

Lets Find The Right Plan For You

Lets Find The Right Plan For You

  • 401k
  • 457
  • 403(b)
  • 401(k)
  • Corporate Cash Management
  • Nonqualified Plans
  • Executive Coaching
  • Non-Profits

Our Areas of Focus

Forest Products

Forest Products

Learn more
Architecture Firms

Architecture Firms

Learn more
Professional Services

Professional Services

Learn more
Healthcare Industry

Healthcare Industry

Learn more
Non-Profits & Foundations

Non-Profits & Foundations

Learn more
Non-Qualified Plans

Non-Qualified Plans

Learn more
Governmental Plans

Governmental Plans

Learn more

We Provide Hands On Team Support to Guide You & Your Employees Through:

Trusted Partnership

Our goal as your ally is to anticipate your needs, make sure your plan is compliant and reduce the amount of time you need to devote to management. With increased efficiency, you and your team can concentrate on running and building your business, while we help with the retirement plan management.

Fiduciary Guidance

As your advocates, we are committed to fulfilling a fiduciary role both at the plan and participant level. Operating with zero conflicts of interest means the well-being of your business and employees always take precedence.

Plan Design Evaluation

Our team will work with you to evaluate your plan design and determine whether it is in alignment with the goals and values of your company and your employees. If not, we will help strategize and partner with you to design a custom plan built for success.

Streamlined Plan Management

Our service model is designed to move much of the work of operating a plan off your shoulders to ours. Your benefits and finance staff save time, and you can confidently handle your project professionally and competently. We focus on controlling risk and protecting the company and the corporate and business retirement plan committee from fiduciary liability.

Individualized Education

We’re committed to working with your team in person or virtually through group and individual meetings. Deschutes provides financial literacy presentations so employees can better understand their benefits and economic lives. If your employees have questions or need additional guidance, we’re available on an ongoing basis.

Holistic Financial Wellness 

With financial stress as a regular part of many people’s lives, you have an opportunity to provide a life changing element to your employees through a robust benefits package. We maintain a holistic perspective surrounding retirement planning and understand that for most individuals, this involves pieces beyond the corporate retirement plan.

The Process

Step 1

Understanding Your Retirement Plan Goals

Step 2

Investment & Fee Benchmarking

Step 3

Participant Analysis and Peer Comparison

Step 4

Plan Design Review & Implementation

Find Out More About Our Tailored Plan Solutions

Workplace Retirement Plan Types

To learn more about our workplace retirement plan solutions, contact our specialists:

Schedule a Consultation

Contact Us Today

Ready to take the next step towards optimizing your Workplace Retirement Plan for success?
Our team is here to guide you through the process.
Schedule a complimentary consultation today to discuss your goals, assess your current plan, and explore how our expertise can benefit your business.

Client Testimonials 

Have a Question?

Thank you!
Oops!