Broker Check


We have provided corporate retirement planning for more than 30 years for small to mid-size plan sponsors, and our services go beyond basic administrative functions. We offer:

  • Onsite employee enrollment seminars
  • Ongoing employee education meetings
  • Objective evaluation of investment options
  • Experienced plan design (assistance or education)
  • Dedicated due diligence and investment monitoring
  • Highly competitive 401(k) plan providers

Our goal is to produce favorable outcomes for your plan participants. To achieve this objective, we will assist you in coordinating the diverse components of a successful retirement plan.

Investment Policy Statement (IPS)

We help implement an IPS that guides your plan’s fiduciary in engaging in the prudent process required by ERISA.

Investment Selections

We recommend a custom list of appropriate investment options tailored to the needs of your plan participants.

Participant Education

We assess your employees to determine their level of financial knowledge and then develop a customized program to enhance their understanding.

Performance Monitoring

We monitor investments in relation to the criteria specified in your IPS or other written guidelines.


Defined contribution plans—401(k), 403(b) and profit sharing plans—help many investors save for retirement today.

Today, we are living longer, living healthier and leading more active retirements. This means investors will need to stretch their retirement benefits over a longer period of time than ever before. Yet many people lack the knowledge, time and confidence to plan and invest appropriately. At Sheehy & Molinelli, we understand the dynamics of today’s retirement plan market. We believe that providing a quality retirement plan for your employees requires a knowledgeable investment provider, along with smart plan design, excellent administrative support and effective participant education.

Employees are looking to their employers for financial guidance. We can help you provide that guidance through a variety of retirement plan strategies for plan sponsors and participants.

The Accredited Investment Fiduciary Advantage

The AIF designation represents a thorough knowledge of the fiduciary standard and its application by financial services firms through the implementation of “best practices” for investment policy and procedures. With all the rules and regulations encapsulating the retirement industry, a plan sponsor's need for fiduciary services is critical to make sure they are delivering a quality standard of care to their employees.