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Access Retirement Solutions LLC

EST. AUM
$466,183,271

CONTACTS

CLIENT ACCOUNTS
6

Firm Details

Metro area Boston
CRD Number 311558
Website accessretirementsolutions.com
Client types

Overview

Access Retirement Solutions LLC is a retirement-plan solutions provider founded in 2020 by Heath Miller and Michael Halloran. It focuses on Pooled Employer Plans that allow unrelated employers to participate in a shared 401(k) structure. Its platform is designed to reduce employers' administrative workload, fiduciary exposure, and retirement-plan costs. Access selects and monitors fiduciary service providers and designated investment alternatives and provides monitoring reports to participating employers. The company uses subscription-based employer fees and works with Alerus for trust, custody, recordkeeping, reporting, and participant technology.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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