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Retirement and Wealth Management Consulting Services
Staying ahead with retirement plan solutions
As the workplace environment changes rapidly, employers face complex challenges, and technology becomes more crucial than ever. Our Retirement and Wealth management consulting services help you understand the current market landscape, develop strategies, and implement innovative retirement plan solutions that will enable you to grow and thrive in the market.
Are you ready to grow
While customers expect more, yesterday’s operating models and legacy technologies stand in the way. The emergence of new players reduces margins even more as competition increases. Growing litigation and regulatory changes are ongoing concerns. As a leading provider of Retirement and Wealth management consulting services, Deloitte understands what your industry and organization face, and we deliver a range of retirement plan solutions and services to help you transform, grow, and thrive.
The defined contribution landscape, and the retirement market as whole, is rapidly changing, with movements both big and small—altering how retirement providers deliver services and prioritize decisions.
In increasingly complex economic times, the government enacted new regulations and legislative changes implemented by retirement providers to help ensure participants are supported with retirement plan solutions in an ever-changing economy.
Retirement providers are looking to transform their operating models to improve their current operating environment, invest in their differentiators, and achieve meaningful cost reduction.
How Deloitte Retirement and Wealth management consulting services create value
Our Retirement and Wealth management consulting professionals work across all segments of the financial services industry, including Retirement, Wealth, and Asset Management. We enable organizations to differentiate themselves in the market by helping them analyze existing services and products; develop competitive growth capabilities, efficiency, technology, and operations; implement modernization strategies; and take new offerings to the marketplace.
Let us help:
- Develop unified strategies that align the value and purpose of the client, business relationships, and characteristics of the market
- Assess the “moments that matter” across the customer life cycle in order to deliver an improved plan sponsor and participant experience that meets evolving expectations
- Identify and leverage the core capabilities needed to deliver value to the client while designing a robust process approach to provide a consistent experience
- Modernize outdated technology platforms and inefficient operating models based on future-state business needs and capabilities to achieve operational excellence
- Improve the economics of the business, despite today’s fee/margin-compression environment, by understanding true business costs to better define your product offering, segmentation, and alignment to pricing strategy
- Define and implement end-to-end business transformation initiatives, whether reacting to a regulatory change or proactively undertaking business changes
- Support growth through M&A, from early due diligence through final integration
The Deloitte difference: A holistic approach
Why Deloitte?
Our expertise, breadth of knowledge, and track record of problem-solving enable us to provide organizations with a 360-degree perspective on their market and challenges.
Experienced industry practitioners: Our team of Retirement & Wealth management consulting practitioners have deep experience across all segments of the industry, including Retirement, Wealth, and Asset Management experience as plan sponsors, recordkeepers, and consultants. We are uniquely situated to offer a well-rounded point of view to our clients.
Trusted, custom-tailored frameworks: Our holistic approach leverages tried-and-tested frameworks tailored for your situation, enabling you to see results quickly with less investment.
Unmatched marketplace experience: We serve all the leading 401(k) recordkeepers in the marketplace and are the only firm with a dedicated Institutional Defined Contribution practice serving 80% of all retirement service providers in the Fortune 100.
Customer Experience emphasis: We are an adviser to the world’s leading financial services organizations, including 19 of the top 20 global banks and 11 of the top 20 insurance firms, on ways to elevate customer experience.
Dig deeper
Dive into our latest thinking, research, and analysis
Deloitte’s 2025 Global Human Capital Trends
It’s time to trade in the rules, operating constructs, and proxies of the past. Prioritizing human performance can help organizations make the leap into a boundaryless future.
Retirement security starts with retirement equity
Achieving retirement savings equity in the US is both a human and financial imperative, but it is no simple task. To make meaningful progress, industry stakeholders—providers, plan sponsors, and policymakers—should continue to focus on understanding and addressing the root issues that may drive gaps in retirement savings.
Closing the gap in the US retirement savings
Consumer retirement savings remain underfunded, perhaps in part because of a lack of more proactive industry efforts. But now, a confluence of extraordinary events over the past two years could serve as catalysts for transformation. Here are some inclusive strategies to help jump-start progress.
Annuity products under the SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act has the potential to significantly improve outcomes for retirement plan participants. Learn more about the SECURE Act's key annuity-related components and explore steps plan sponsors and providers can take to better align with their participants.
Loan leakage and 401(k) accounts
Deloitte's analysis finds that more than $2 trillion in potential future account balances will be lost due to loan defaults from 401(k) accounts over the next 10 years, potentially threatening the retirement security of millions of Americans and undermining years of efforts by plan sponsors and providers to keep money in the retirement system. Understand the growing fiduciary risk for plan sponsors.
More to explore
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More to explore
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Let’s talk
Learn more about how our Retirement and Wealth management consulting services can help facilitate growth.
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Scott Parker
US Leader | Retirement and Wealth Provider Transformation
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