Corporate & Non-Profit Retirement Plan Consulting

Our retirement solutions are designed to coordinate with your existing compensation packages to optimize the corporate benefits for your key talent. Examples include 401(k), Profit Sharing, Defined Benefit, Deferred Compensation and Specialty Bonus Plans.

Be More Than a Fiduciary. Be a Leader.

As a leader, you’re responsible for a myriad of items beyond making the day-to-day business successful. Putting the right mix of retirement, retention, and incentive plans in place is an important example. We’re here to create corporate retirement plan solutions that work for you, for your employees, and for your future.

Attract
Top Talent

Offering retirement benefits puts you above the competition when top candidates are deciding where to work.

Boost Retention
and Morale

Looking out for your employee’s financial well-being lets them know you care about their success.

Secure
the Future

Knowing you have well-managed retirement benefits for yourself and your people allows you to focus on the company’s growth.

Corporate Retirement Consultants Who Understand the Changing Face of Benefits

When you partner with Rothschild Wealth Partners, you get a corporate retirement consultant who cares. Our advisors don’t see your company as a product: We see you as a leader tasked with protecting the present and planning for the future of your people.

We keep your plan compliant through evolving regulations, to give you more time to focus on what you do best – run your business. We take responsibility for running your plan smoothly and effectively.

Ready to Get Started?

Secure your future by protecting the future of your employees. Our advisors will show you how.
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We’ll provide a detailed breakdown of your current plan’s overall fees and address the financial relationships between all parties. We’ll identify participants and summarize their compensation. See how your plan compares to others and industry benchmarks.
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We’ll develop an Investment Policy Statement that helps fiduciaries follow a well-defined investment strategy when selecting and monitoring the plan’s investment lineup.
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We’ll develop a long-term compliance strategy that’s flexible to adjust to changing regulations. Our services include documenting the roles and responsibilities of all involved parties, identifying conflicts of interest, and providing on-site consulting during committee meetings.
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We recognize that effective employee education is critical to the success of a retirement plan. We follow a comprehensive model for servicing and educating employees about their 401(k) plan and their overall retirement readiness.

A Trustworthy Partner for a Variety of Organizations

Rothschild Wealth Management has been serving organizations in Illinois and other states for decades. We specialize in a variety of industries including manufacturing, real estate and construction, health care, publishing, transportation and food processing. We’ll be the fiduciary partner with your HR manager to handle your firm’s retirement benefits.

We work with corporations of up to 1,000 employees. Offer your employees a range of retirement savings options from ROTH 401(k)s to employee stock options.

We specialize in succession planning, and that translates to the retirement solutions we offer. Whether first generation or fifth, we’ll focus on retirement solutions that will sustain the company long-term.
As the leader of a non-profit organization, you have additional compliance hurdles to jump. We know what they are and will coach the organization to succeed for its employees and officers.

Corporate Retirement Plan Services

One-size-fits-all does not work for company retirement and compensation benefits. The solution that works best for you depends on your company’s size, structure, and future goals. We offer a range of deferred compensation products tailored to provide your business with a bespoke fit.

Defined Contribution Services

Empower your employees to save for their future with traditional and ROTH 401(k)s, as well as other options for small and self-employed businesses.

Defined Benefit Plans

Provide long-term financial stability to your employees with pension and annuity plans. Implement an independent investment strategy designed to make trust benefits last for generations.

Nonqualified Plan Management

For some businesses and leadership roles, a private deferred-compensation agreement not beholden to ERISA rules may be best for everyone. Understand your options.

Defined Benefit Plans

Provide long-term financial stability to your employees with pension and annuity plans. Implement an independent investment strategy designed to make trust benefits last for generations.

Defined Contribution Services

Empower your employees to save for their future with traditional and ROTH 401(k)s, as well as other options for small and self-employed businesses.

Nonqualified Plan Management

For some businesses and leadership roles, a private deferred-compensation agreement not beholden to ERISA rules may be best for everyone. Understand your options.

Featured Corporate Retirement Plan Resources

The myriad of retirement plans can seem confusing. Our advisors enjoy explaining it all and sharing their years of knowledge. Read about the rules, limitations, and regulations – as well as the benefits and opportunities – of various retirement benefit plans.

You may know someone who has interest in a particular investment that borders on obsession: it’s all they can talk about. You

These days, it’s more important than ever for successful businesses of all types to attract and retain the best, most talented employees.

Plan Responsible Corporate Retirement Solutions

Stay compliant. Stay flexible. Stay on top of tomorrow. Contact a corporate retirement consultant today

Corporate Retirement Consultants in Chicago and Beyond

From our headquarters in Chicago, we offer in-depth, personalized, tailored corporate retirement solutions for companies across the country. Geography doesn’t matter. The only concern is your future.

Start a Conversation

There are a lot of ways to define success. It’s not about money, but about how you can live your best life. Let’s talk about how you can define your own success.

Welcome to Rothschild Wealth Partners

We are thrilled to share some exciting news with you! As of 2023, Rothschild Investment, LLC, and Sentinus, LLC, have come together to form Rothschild Wealth Partners. By joining forces, we can unite our legacies, strengthen our services, and present a bold new chapter for our firm—one built on nearly two centuries of expertise and trusted financial stewardship.

Through thoughtful discussions and collaboration, we’ve crafted a brand that not only honors our history but also points towards an exciting future. While our name and look have evolved, one thing remains unchanged: our commitment to delivering strategic financial advice and personalized support to help you achieve your goals.