Qualified retirement plans

Tabula Rasa Advisors is proud to be a part of the BAM Alliance, one of the largest groups of independent advisors in the United States, which manages more than 50 billion of client wealth.

Using an evidence-based approach which has proven that a globally diverse, low-cost mix of investments in a portfolio chosen based on an investors’ unique risk tolerance and rebalanced regularly to hedge against the hazards of emotional investing is the best way for your employees to achieve their long-term retirement goals. 

BAM Advisor Services serves as a ERISA 3(38) discretionary investment fiduciary, making the investment management decisions, including selection and ongoing monitoring of the mutual funds utilized, including the asset allocations for the risk-based models.  Tabula Rasa Advisors, LLC serves as a 3(21) fiduciary along with the plan sponsor.  If additional liability mitigation is desired, Tabula Rasa Advisors has access to Corporate Trustees which can share the fiduciary risk. 

We coordinate all the plan services including:

  • Plan design
  • Plan administration
  • Compliance testing
  • Government reporting
  • Daily participant recordkeeping
  • Sponsor and employee educational meetings
  • Investment management and advice
  • Annual plan reviews
  • Creation and rebalancing of risk-based portfolios

Our portfolios are made up of traditional asset classes (equity and fixed income), as well as nontraditional alternatives. Regardless of your portfolio size, we customize a plan specifically for you. In addition to highly accessible, partner-level attention, a customized Wealth Management Dashboard is created and shared with you. Quarterly performance reporting shows your portfolio returns net of all fees and are compared to a relevant benchmark.