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Hands-On Retirement Plan Consulting for Employers

Running a business comes with no shortage of responsibility. Managing a retirement plan should not be one more thing you are left to figure out on your own.

Altus Consulting Group partners with employers to design, manage and oversee retirement plans through a hands-on, structured approach (link to Who We Are page). We work alongside you to guide decisions, manage the details and make sure everything is handled the right way so nothing falls through the cracks.

We are more than retirement plan advisors. We are a partner in getting it right.

A Partner Who Stays Involved

Many retirement plan advisors make recommendations and step back. Altus stays involved.

Ongoing Engagement

Ongoing Engagement

From plan design to day-to-day oversight, we remain engaged to ensure decisions are implemented properly and documented clearly and revisited as your business evolves.

Coordination & Communication

Coordination & Communication

We coordinate with providers, communicate changes and keep your fiduciary process moving forward with care and consistency.

Clear Ownership

Clear Ownership

You are not handed a list of tasks or left wondering who owns what. We own the process with you.

Focus on Your Business

Focus on Your Business

This approach allows business owners, CFOs and HR leaders to stay focused on running the business without managing retirement plan details alone.

Built for Small and Growing Businesses

Altus specializes in working with organizations often underserved in the retirement plan industry. These executives find themselves navigating complex decisions without enough guidance or follow-through.

We believe thoughtful, high-quality retirement plan consulting should not be limited by company size. Whether you have one owner or a growing workforce, we meet you where you are and help build a retirement plan that supports both your organization and your employees over time.

A Structured Approach That Holds Up

Retirement plans bring responsibility and risk. Decisions should be clear, documented and built to stand up under review. Altus brings structure to an area that is often fragmented. Our consulting process is designed to support strong plan health and a defensible fiduciary framework.

Clear Plan Design

Establish clear plan design aligned with business goals.

Investment Oversight

Maintain disciplined investment oversight and monitoring.

Fiduciary Documentation

Document fiduciary decisions and processes.

Provider Coordination

Coordinate providers and manage total plan costs.

Keep Plans Running Smoothly

Keep plans running smoothly year after year.

This is not a one-time exercise. We stay involved as your business changes, regulations evolve and new opportunities arise.

Connecting Retirement Plans to the Bigger Picture

Retirement plans do not exist in a silo. Decisions around benefits, ownership, growth and leadership all affect one another. Altus connects retirement plan strategy with broader business considerations, including executive benefits, succession planning, and mergers and acquisitions. This integrated view helps ensure decisions made in one area support the long-term direction of the business rather than creating unintended challenges later.

When retirement planning is aligned with business strategy, it becomes a tool that grows with you instead of a burden you have to manage.

Our Solutions


Employer Retirement Plans

A well-designed retirement plan should do more than meet a requirement. It should support your business and your people. Altus partners with employers to design and manage plans with ongoing involvement. We guide decisions, coordinate implementation and provide consistent oversight so plans are handled with care and accountability.

Our work includes plan design consulting, provider evaluation, fee benchmarking, fiduciary training, investment monitoring, participant education and administrative coordination. Because we are independent by design, our guidance remains objective and focused on what serves your goals rather than specific products or platforms.

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Business Succession Planning

Every business owner eventually faces the question of what comes next.

We help bring structure and clarity to ownership transitions and leadership planning. Altus works alongside you and your other advisors to guide decisions, coordinate details and align succession planning with your retirement plans and benefits strategy. This approach helps reduce disruption, protect continuity and support long-term business value 

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Executive Benefits

Supporting key employees requires thoughtful planning. Altus also helps structure executive benefit strategies that align with business objectives such as retention, incentive planning and long-term leadership support. We stay involved to guide decisions and coordinate with tax, legal and other advisors so the process remains clear and manageable.

These strategies are designed to complement your retirement plan and broader business goals rather than operate in isolation.

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Mergers and Acquisitions Planning

Mergers and acquisitions require careful planning to ensure business continuity and employee protection. Altus helps structure M&A strategies that align with your retirement plans, executive benefits and overall business goals. We work with you and your advisors to guide decisions, coordinate details and manage the transition smoothly.

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Support You Can Rely On

Altus works with clients across Texas and nationwide, with offices in Houston, San Antonio, and Dallas. We are a woman- and veteran-owned firm, recognized for our commitment to accountability, structure and long-term partnership. We encourage you to learn more about our team.

Our clients hear from us regularly, too. While formal fiduciary reviews typically happen annually, we work behind the scenes year-round, reviewing investments, updating fiduciary documentation and communicating developments that matter to your plan. You can expect guidance that is practical, clear and grounded in real world experience.

Let's Start the Conversation

Retirement planning does not have to feel overwhelming or intimidating. Whether you are reviewing an existing plan or starting from scratch, Altus is here to guide you through the process and make sure it is handled correctly.

Contact us to start the conversation

Rely on us to handle your financial planning, so you can focus on growing your business.