From Career to Retirement, We’re There Every Step

Help your employees save and transition to retirement with confidence.

Tailored Retirement Benefits for Every Organization

Whether you’re a start-up, a corporation, a non-profit, or a government agency, HUB Retirement & Private Wealth designs 401(k), 403(b), and 457(b) retirement plans that:

Simplify plan administration
Meet fiduciary and compliance obligations
Serve a multigenerational workforce
Encourage higher plan participation and retirement readiness

Why HUB Retirement & Private Wealth

Experience, expertise, and a client-first approach in every engagement.

Fiduciary First

We uphold a high fiduciary standard of care, giving you confidence that your plan is managed in your employees’ and organization’s best interests.

Employee-Centered Experience

From onboarding to retirement, we provide personalized education, 1:1 counseling, and lifecycle support to improve retirement outcomes.

Data-Driven, Vendor-Neutral

We benchmark fees, investments, and service providers to ensure your plan remains competitive and effective through transparent insights.

HUB RPW by the Numbers

$207B+

retirement plan & private wealth assets under advisement*

10,000+

retirement plans supported nationwide

How We Help

At HUB Retirement & Private Wealth, we are passionate about designing a retirement plan that takes into account the needs of both your organization and your workforce. We adhere to a high fiduciary standard of care while seeking to help you offer a tailored mix of investment options, education and personalized counseling to your employees as they pursue their retirement goals.

Plan Operations

Plan design + enhancement
Turnkey implementation
Plan and participant reporting
Plan benchmarking
Auto enrollment and auto increase features available
Pre-tax and after-tax (Roth) salary deferrals
Plan Sponsor Training

Fiduciary & Compliance

Investment committee support
ERISA and non-ERISA support
Investment selection and monitoring
Investment Policy Statement formation and review
Fiduciary training and regulatory updates
Quarterly meetings, updates and reports
Legislative updates

Employee Experience

Group education workshops
One-on-one Meetings
Quarterly newsletters
Year-round communication
Videos, blogs, checklists, and calculators
Range of cost-effective investment options
Online enrollment experience

Focused on Employee Retirement Outcomes

Ongoing support through every stage of an employee’s career.

Our Process

A structured, repeatable approach for plan success.

We collaborate with your team and service providers at every step to ensure smooth implementation, engaged participants, and ongoing compliance.

Let’s Plan Your Next Step Together.

Schedule a conversation with one of our advisors.

Connect with an advisor

Tell us a bit about yourself and we’ll reach out to schedule a conversation.

* HUB International Limited (“HUB International”) is the parent company to HUB Retirement and Wealth RIAs providing investment advisory and management services to its respective clients, under the general trade name of HUB Retirement and Private Wealth. All current HUB International RIAs maintain a combined total of [$207,972,699,200] in aggregated regulatory assets under management (“Aggregated AUM”), based on the reported AUM for each respective individual HUB RIA effective as of December 31, 2025. The HUB RIAs and the respective Aggregated RAUM include the following: GRP Financial [169,584,566,299]; HUB Investment Partners [27,506,701,567]; RPA Financial [10,881,431,334]. The AUM reported for HUB Investment Partners includes the regulatory assets under management of HUB Investment Advisors and Taylor Advisors, both of which joined HUB Investment Partners effective March 30, 2026. Additional information for each individual HUB RIA may be found in the respective Form ADV available on the SEC’s IAPD website at adviserinfo.sec.gov.