Retirement Plan Consulting
We work with plan sponsors to support fiduciary oversight, improve fee transparency, and review plan documents, helping position your plan for stronger outcomes and lower potential liability.
Participant Education
We engage faculty and staff through proactive outreach, on-campus meetings, and virtual resources, supporting better financial decision-making through consistent education.
Executive Financial Planning
Tailored planning strategies for executives that coordinate compensation, tax-efficiency, and long-term financial planning.
Retirement Plan Consulting
We collaborate with plan sponsors to enhance fiduciary oversight, improve fee visibility, and review plan documents, helping position your plan for better outcomes and lower potential exposure.
Participant Education
We engage your workforce through personalized outreach, in-person consultations, and virtual access, helping your employees make better financial decisions through consistent education.
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Share Plan Costs
Take advantage of competitive pricing since the entire program’s assets are leveraged to negotiate pricing and services. Provide employees more robust plan options at a reduced cost.
Stay Protected
Experienced professionals act as your plan fiduciaries. Tasks and oversight are outsourced to an ERISA 3(16) plan administrator.
Administer Easily
Eliminate plan administration burden with support for day-to-day compliance and operational tasks.
Meet Employees' Needs
Offer a comprehensive employee engagement program. Robust retirement plan options give participants more choices toward a secure retirement.
Empowering Participants. Strengthening Retirement Outcomes.
A strong retirement plan starts with informed participants. We provide clear, independent education to help people make the most of their benefits and build financial confidence.​
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15+ years supporting employer organizations and leadership teams
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Experience with institutional retirement providers and 403(b) coordination
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Team-based service model with onsite, virtual, and ongoing support
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TIAA Specialist
William E. Ferguson, AIF®, BFA™
The Ferguson Team
Clarity. Confidence. Stronger Financial Futures for Participants.
The Ferguson Team at The Kelley Financial Group is committed to helping participants build stronger financial futures through clear, comprehensive planning. We focus on education, collaboration, and personalized guidance - delivering strategies that give people clarity and confidence in using their retirement benefits.
Participant Education
Fiduciary Support
Dedicated TIAA & Plan Support
Investment Menu Consulting
Plan Fee & Contract Reviews
Adminsitrative & Compliance Guidance
Guiding with Experience. Supporting Every Participant.
We meet participants where they are - offering independent education, personal guidance, and a valued partnership that helps them feel confident using their retirement plan.
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Let’s Strengthen Your Plan Together
We support your institution and participants with clarity, experience, and respected expertise—serving as a true partner through in-person guidance and education.
Connect with The Ferguson Team at The Kelley Financial Group to explore how we can become an extension of your benefits team.
