We’re Here to Help.

We are wholly committed to delivering exceptional service and care to all of our plan participants. We are passionate about getting to know your lifestyle and offering relevant education and advice that empowers you with knowledge to pursue financial independence in retirement.

As you begin your investment journey, we encourage you to view this video or learn more by scheduling a meeting with our team.

Schedule a Meeting

If you have questions about your 401(k) plan, we invite you to schedule a one-on-one virtual meeting with our team. Frequently discussed topics include:
  • The benefits of contributing to a retirement plan
  • The difference between a Roth 401(k) and a traditional 401(k)
  • Retirement income projections
  • Investment allocations
  • Accessing your account 24/7
  • Beneficiary verification
*To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Carlson Retirement Plan Services’ website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Carlson Retirement Plan Services, or from any other investment professional.
VIDEO: Introduction to Investing

VIDEO: Introduction to Investing

In this 10-minute video, Client Relationship and Education Manager Sue Desrosier, CFEI, BFATM provides a brief introduction to investing, including why you should participate in your 401(k) plan, different types of investments—stocks, bonds, and mutual funds—and their...

What to Focus On During Periods of Volatility

What to Focus On During Periods of Volatility

Over the past week, the banking sector has experienced one of the most sudden and tumultuous downturns since the global financial crisis of 2008–2009. Recently, the most substantial events were related to the failure of Silvergate Bank on March 8, Silicon Valley Bank...

Why Now? Context for Recent Volatility.

Why Now? Context for Recent Volatility.

The market volatility that caused investors to experience strong losses in early 2022 has returned, driving the S&P 500 to new lows for the year on Monday, September 27. Whenever there is volatility, it’s helpful to ground the emotions we may feel in context....

Managing Through Current Events and Related Volatility

Managing Through Current Events and Related Volatility

Ben Franklin famously penned, "in this world nothing can be said to be certain, except death and taxes.” I would venture to guess that if he were around today, he would allow me to include stock market volatility as a third item on that list. But fortunately, unlike...