Corporate Retirement Plan Services
Work with our experienced retirement plan specialists who understand the demands placed on plan sponsors.

Working with 401(k) plans can be complex. At First Horizon Advisors, our experienced retirement plan specialists understand the demands placed on plan sponsors, and offer objective investment guidance throughout the process of plan design, build-out and monitoring.

We provide investment consulting services to plan sponsors across a variety of business types that can be delivered on a discretionary or nondiscretionary basis. These services involve working closely with a plan’s responsible party to help design and monitor your plan’s investment options to meet your company’s specific needs.

Our services include:

  • Recommendations of:
    • investment managers for management of plan assets
    • investment options
    • potential plan record keepers
  • Assistance with an investment policy statement, including development of a new policy or review of an existing policy
  • Diversification review and design
  • Consultation with respect to a Qualified Default Investment Alternative (QDIA)
  • Fee benchmarking
  • Employee education

The cornerstone of our offering

Once your retirement plan is set, our ongoing monitoring includes:

  • Performance reporting
    • vs. benchmark
    • vs. peer group
  • Expense monitoring
  • Target date fund analysis
  • Ongoing investment evaluation, reporting and education with plan fiduciaries
  • Employee education and enrollment

Let our specialists help you navigate the complex world of employee retirement plans.

Find an advisor

Chattanooga and surrounding areas

Chattanooga

Tim Godwin
Tim Godwin
2034 Hamilton Place Blvd., Ste. 160
Chattanooga, TN 37421

Memphis and surrounding areas

Memphis

Grant Boucek
Grant Boucek
4385 Poplar Ave.
Memphis, TN 38117
Norfleet Abston
Norfleet Abston
4385 Poplar Ave.
Memphis, TN 38117
Ward McBee
Ward McBee
4385 Poplar Ave.
Memphis, TN 38117

Nashville and surrounding areas

Brentwood

Bryan Bell
Bryan Bell
211 Franklin Rd, Suite 300
Brentwood, TN 37027
Matt Knight
Matt Knight
211 Franklin Rd, Suite 300
Brentwood, TN 37027
Ryan Belwood
Ryan Belwood
211 Franklin Rd, Suite 300
Brentwood, TN 37027
Steven Boles
Steven Boles
211 Franklin Rd, Suite 300
Brentwood, TN 37027

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