Burke Group

Other >> Retirement Plan Administrators

Burke Group

300 Meridian Centre Blvd., Suite 100
Rochester, NY 14618 | View on Google Maps

Brian J. Schiedel

(585) 624-5500 | fax: (585) 624-1565

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Company Year Established: 1989

Company Overview: Burke Group provides Retirement Plan Recordkeeping & Administration, Defined Benefit Plan, and Actuarial services.

Company Description: Burke Group, a Rochester NY based firm founded in 1989, provides comprehensive Fiduciary Risk Management, Financial Literacy Education, Innovative Plan Design, and Regulatory Compliance services for Retirement Plan Sponsors and their Participants. • 35+ Years of experience in the Retirement Plan Business • Exclusive Benefit Rule under ERISA is our guiding principle • Our clients save 30% on average compared to National benchmark

Company History: Since 1989, clients have trusted Burke Group to manage many different types of retirement programs. To each organization Burke Group brings best-in-class advisory services, a comprehensive fiduciary risk management discipline, innovative plan design, best practice administration with regulatory compliance, and interactive financial literacy education programs. The results of our approach has led to better employee and employer outcomes, dynamic organizational discipline, and significantly lower plan cost when compared against national third-party benchmarks. Burke Group is completely independent and does not promote or distribute any proprietary investments. Burke Group provides conflict free advice for their clients and spends a great deal of time looking at key performance indicators to improve plan performance and mitigate fiduciary risk for their clients.

Company Project Participation: Nationwide Retirement Plan for AVON Cosmetic Representatives Regional Retirement Plan for Real Estate Agents BIE of NYS Multiple Employer Plan (MEP)

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Brian J. Schiedel

Member Since: 2023

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	(Date: 12/26/2024)

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Burke Group

Burke Group

Burke Group