Helping Employees Thrive with Modern Retirement Plans

Retirement planning can feel overwhelming. We partner with Mid-Atlantic employers to build plans that protect your organization, support your people, and deliver results that last.

Talk to a Retirement Consultant

Your Workforce, Your Vision, Your Plan

Your retirement plan should reflect the realities of your workforce and the vision of your leadership. HUB’s team brings deep experience and specialized knowledge to help you design a plan that works for employees today and for the future.

We don’t just manage plans. We work toward a stronger retirement system for American workers—guided by ethics, focused on results, and built to make a meaningful difference.

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Plan design aligned to your workforce

We shape your retirement plan around your people, meeting them where they are today while supporting the goals your leadership has for tomorrow.

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Governance that simplifies oversight

Put clear processes, documentation, and fiduciary support in place so you can oversee your plan with confidence and reduce administrative stress.

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Engagement that turns education into action

We deliver communication and education programs that feel relevant, prompt real behavior change, and help your employees make better financial decisions.

How We Partner with You

Fiduciary and Governance Tools

Employee Engagement

FinPath by HUB

Advocacy and Integrity

Plan oversight doesn't need to feel overwhelming. We equip your team with the resources to manage risk and meet fiduciary obligations with confidence. From governance checklists and employer contribution benchmarking to records retention and committee support, we help simplify the complexity. For Defined Benefit (DB) plans, our team provides expert consulting in liability-driven investing, compliance, and plan transitions such as freezes or terminations.

We believe financial education should be personal, practical, and rooted in trust. That's why your employees gain access to one-on-one financial coaching, customized workshops, and readiness assessments that reflect where they are and where they want to go. Our digital platform, FinPath by HUB, extends this experience with tools that bring clarity to everyday financial decisions.

FinPath supports employees with a blend of expert guidance and user-friendly digital tools. Each person can work with a certified financial coach, explore live and on-demand financial courses, and use an integrated dashboard to connect accounts, review paychecks, and better understand their workplace benefits.

We stay close to policy changes, industry trends, and best practices so you don't have to. Our team is engaged in raising the bar for retirement planning, and we bring that perspective directly into our client relationships. You can expect service shaped by experience, grounded in values, and focused on outcomes that last.