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The Investment Adviser for your Retirement Plan 

Purpose-built retirement plan advisory services to help your employees reach their retirement goals.   

Work with Us

End-to-End Retirement Plan Consulting 

We provide comprehensive, fiduciary-level guidance for nonprofit retirement plans, from vendor selection to participant education. 

Fiduciary Support 3(21) & 3(38)

We act in your best interest as a fiduciary, helping you meet ERISA requirements through investment due diligence, vendor oversight, and participant education.

Investment Policy Statement Creation & Review

We draft or revise your investment policy statement that outlines your plan’s objectives, constraints, and governance practices—aligned with fiduciary best practices.  Learn more about our investment policy services here. 

Vendor Search & Benchmarking

Our RFP process evaluates and compares recordkeepers and providers to ensure competitive fees, quality service, and participant support. 

Investment Selection & Monitoring

Using a proprietary ranking system, we build diversified investment lineups that minimize cost and risk. We monitor performance quarterly. 

Participant Education & Advice

We deliver engaging group education and one-on-one consultations with SEC-licensed advisors—no sales, just support. 

Plan Design Consulting

We help you optimize your plan through auto-enrollment, Safe Harbor matching, QDIA selection, and more, based on your goals. 

WHY WE STAND OUT

raffa knows nonprofit and association retirement plans

We embrace our fiduciary duty 

Fiduciary first

At Raffa, acting as a fiduciary is central to our philosophy — not an added feature. We embrace the responsibility to uphold the highest standard of care, ensuring that every investment decision and recommendation is made with your employees’ best interests at heart.

Built for
Nonprofits & associations

Retirement Services for nonprofits

We provide comprehensive, fiduciary-level guidance for nonprofit retirement plans, helping your fiduciaries and employees reach their retirement goals.

We help you make
smart choices

we help your participants

From customized education to 1:1 guidance, we equip employees to make smart retirement choices.

Hear from Our clients

TESTIMONIALS

“We’ve had a great relationship with Raffa Investment Advisers for nearly five years. Their nonprofit experience and the qualifications of their advisors have allowed us to align investment strategy with our mission. The education they provide has been of great benefit to both our Board of Directors and Finance Committee. Raffa’s client communication is timely and on-target and the quality of reporting is always high.”
David Teske, Director of Finance and Administration Association of College Unions International

LATEST NEWS​

Raffa Thought Leadership

Resources from Raffa for your retirement plan.   

Retirement Plan Investment policy statement template 

Learn More

Sample Watchlist and Investment Scorecard 

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FAQs 

Does Raffa serve as a fiduciary for our plan?

Yes. We serve as either a 3(21) or 3(38) fiduciary and always act in your best interest. 

Yes. We offer personalized, non-sales-based advice through group sessions, private consultations, and email support. 

We use a proprietary scoring model that evaluates risk, cost, performance, and alignment. Funds are monitored quarterly with watchlist reporting that’s provided to your plan sponsor.

Yes. Our vendor RFP process is focused on reducing plan expenses and identifying the best partners to help service your qualified and non-qualifed retirement plans. 

No. We also serve as the adviser to for-profit 401k plans as well.  

Contact Us

REady to work with an investment
adviser that knows you?

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Disclosures: Data