Retirement Plan Consulting, Simplified.

We help businesses reduce costs, meet fiduciary responsibilities, and give employees the tools to retire confidently. Experience a smarter, simpler approach to retirement plan strategy.
Let's TalkExplore Our Solutions

Our Solutions

Advo(k)ate Advisors partners with organizations across industries to simplify retirement plan complexity and support long-term outcomes. From plan design and fee benchmarking to fiduciary oversight and employee education, we deliver solutions that help employers lead with confidence and employees retire with confidence.
View All Solutions

Built for Complexity. Trusted Across Industries.

We support retirement plan sponsors in a range of sectors. Each comes with its own challenges, compliance pressures, and workforce goals. Whether you're managing rapid growth, balancing compliance risk, or restructuring plans post-M&A, we help you move forward with purpose.
public companies
Education & Medical Institutions
Private Businesses
Private Equity Firms
Nonprofits
public companies
Education & Medical Institutions
Private Businesses
Private Equity Firms
Nonprofits
public companies
Education & Medical Institutions
Private Businesses
Private Equity Firms
Nonprofits
public companies
Education & Medical Institutions
Private Businesses
Private Equity Firms
Nonprofits
public companies
Education & Medical Institutions
Private Businesses
Private Equity Firms
Nonprofits

Trusted Advisors. Proven Experience.

Our team has decades of experience in ERISA compliance, retirement plan consulting, and investment advisory services. Clients know us for clear guidance, responsive service, and a transparent approach.
Meet the Team
Pooled Employer Plans (PEPs)

Simplify Plan Oversight Without Giving Up Control

Advo(k)ate's PEP solutions combine shared fiduciary and administrative infrastructure with employer-level flexibility. You keep your plan design, the PEP manages the operational complexity behind it. Designed for organizations that want efficiency, consistency, and professional oversight, without expanding internal resources.
Explore PEP Options
Accolades

Plan Adviser Top Retirement Plan Adviser

Plan Adviser selected Andrew Blankenship and Renn Williams of Advo(k)ate Advisors as Top Retirement Plan Advisers, based on total retirement plans and total retirement plan assets under advisement. The recognition reflects their work supporting plan sponsors through ongoing investment oversight, governance, and employee-facing guidance.
Click here for award disclosure
Work With Us
Accolades

2025 NAPA Top Women of Excellence – MVPs

Lindsay Luketic and Lisa Pettis were named MVPs on NAPA's 2025 Top Women of Excellence list for the day-to-day work that helps clients keep plan management consistent and responsive. Their focus on follow-through, continuity, and relationship management helps plan sponsors stay organized and supported as needs, teams, and priorities change.
Click here for award disclosure
View Recognition
Accolades

2025 NAPA Top DC Advisor Teams

Advo(k)ate Advisors was recognized on the 2025 NAPA Top DC Advisor Teams list, which highlights leading retirement plan advisory teams across the country. This accolade reflects our focus on disciplined oversight, clear documentation and consistent support for plan sponsors and participants.
Click here for award disclosure
Meet the Team

Resources

NAPA Top DC Advisor Teams

The NAPA Top DC Advisor Teams list issued on March 18, 2025 for the 2025 year highlights retirement plan advisor firms that are in a single physical location, and have at least $100 million in DC assets under advisement.  The list is based on self-reported assets under advisement as of December 3, 2024. 433 teams were selected. No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

NAPA Top Women of Excellence- MVP

NAPA Top Women of Excellence – MVP award issued by National Association of Plan Advisors (NAPA) on October 20, 2025 for the 2025 Year was awarded to non-producing (possibly) licensed relationship managers primarily focused on managing relationships and the retention of clients.  The financial professional applied for the recognition.  Criteria used to determine the winner(s) includes information provided on a series of quantitative and qualitative questions on their experience and practice, as well as accomplishments, contributions to the industry, state of workplace retirement plans and the ways in which they give back.  Numerous people were considered for this honor and 110 were selected in the MVP category.  No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

PLANADVISER Top Retirement Plan Advisers

Advo(k)ate Advisors received the 2026 PLANADVISER Top Retirement Plan Adviser recognition. The adviser did not pay a fee to be considered.