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Workplace Retirement Solutions

Cable Hill Partners delivers forward-thinking advice and solutions that help you maintain a competitive benefit program and retirement-ready participants. We aim to reduce your burden by taking fiduciary responsibility for key plan activities, and provide thought-provoking, data-driven consultation in an ethical and transparent manner.

We partner with you as a co-fiduciary and steward to the investment committee. As an Oregon based registered investment advisory firm, Cable Hill is required to follow the fiduciary standard. In this capacity, we place the needs of our plan sponsors and their participants above all other interests — including our own.

How We Help Your Business

Strategic Plan Management and Fiduciary Support

We provide comprehensive and ongoing fiduciary guidance, training and support to mitigate potential liabilities. We tailor our advice to the unique needs of our clients.

Investment Selection, Monitoring and Removal

Using our proprietary fund ranking system, we select investments to enhance outcomes, manage risk and reduce fiduciary exposure.

Fee Analysis, Benchmarking and Negotiation

We utilize an RFP driven process to ensure apples-to-apples comparisons and to help maximize negotiating leverage to keep service provider costs reasonable.

Vendor Management, Search and Selection

We become the liaison to the plan’s service providers by managing vendor relationships with a goal of minimizing complexity and reducing administrative burdens.

Courageous Plan Design

We help design retirement plans that strive to increase an employer’s benefit return on investment (ROI) while enhancing participant outcomes.

How We Help Your Employees

Advice and guidance from a CFP®

We assign a strategic advisor to each of our retirement plans providing a financial planning resource for your employees.

Retirement Readiness Analysis

Our advisors use Monte Carlo simulations that provide key analysis on retirement readiness so your employees can confidently pursue their retirement goals.

Employment Engagement

We customize in-person or virtual education sessions designed to improve financial fluency and wellness of your staff.

Receive a complimentary CHP Plan Diagnosti(k) Review

The Diagnosti(k) is customized around your specific 401(k) plan and offers an in-depth look into your plan’s administration, compliance, investments, fees, liabilities and plan design. It will give you and your team a sense of just how well your retirement benefits stack up with your competitors and peers as well as uncover any potential opportunities for improvement.

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Our difference starts with higher standards

At Cable Hill Partners, we constantly ask ourselves what “great” looks like to continuously improve the way we help people clarify their values, fulfill their goals and elevate their lives.