Retirement Plans
Is your retirement plan designed to generate optimal participant outcomes and control? Retirement plans are as diverse as the companies they serve. We will review your current plan to help determine if your specific needs and objectives are being met through the current design, or if can provide optional solutions.
Fiduciary
As the plan sponsor of your qualified retirement benefit you are a fiduciary. According to the Department of Labor, plan sponsors are required to have a “prudent expert” responsible for their retirement plan. Our team will help you reduce your fiduciary liability by providing regular reviews, benchmarking and updates regarding public policy and industry litigation.
For Participants
We pride ourselves on providing practical and meaningful tools designed to elicit better outcomes for you as a participant in your organization’s retirement plan. When investors fail to plan, their plan may fail. Pathlight Advisors believes a retirement plan is successful when it promotes the retirement readiness of participants it serves.
Education
We pride ourselves on providing practical and meaningful tools to elicit better outcomes for you as a participant in your organization’s retirement plan. When investors fail to plan, their plan may fail. Pathlight Advisors believes a retirement plan is successful when it promotes the retirement readiness of participants it serves.
Accolades and Recognition
2019 - 2023
Nicole Corning
NAPA Top Women Advisors*
2023-2024
2023-2024Pathlight Advisors
Forbes Best-In-State
Wealth Management Teams*
2022-2024
Nicole Corning
Forbes Top Women
Wealth Advisors*
2021-2024
Perry Buckman
Forbes Best-In-State
Wealth Advisors*
Platinum Council*
2016, 2018-2023
Nicole Corning
Wells Fargo Advisors
Financial Network
2011-2024
Perry Buckman
Wells Fargo Advisors
Financial Network
2014-2016, 2022, 2023
Ken Mantel
Wells Fargo Advisors
Financial Network
2024 Forbes Top Woman Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research, LLC based on time period from 9/30/22-9/30/23 (Source Forbes.com). 2023 Forbes Top Woman Wealth Advisors: Awarded 2023; Data compiled by SHOOK Research, LLC based on the time period from 9/30/21-9/30/22 (Source Forbes.com). 2022 Forbes Top Woman Wealth Advisors: Awarded 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20-9/30/21 (Source Forbes.com). Fee paid for use for marketing materials. The Forbes Top Woman Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosure criteria.
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research, LLC based on time period from 3/31/22-3/31/23 (Source Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research, LLC based on the time period from 9/31/21-9/31/22 (Source Forbes.com). Fee paid for use for marketing materials. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosure criteria.
2024 Forbes Best-in-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research, LLC based on time period from 6/30/22-6/30/23 (Source Forbes.com). 2023 Forbes Best-in-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research, LLC based on the time period from 6/30/21-6/30/22 (Source Forbes.com). 2022 Forbes Best-in-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20-6/30/21 (Source Forbes.com). 2021 Forbes Best-in-State Wealth Advisors: Awarded April 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19-6/30/20 (Source Forbes.com). Fee paid for use for marketing materials. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosure criteria.
*The National Association of Plan Advisors (NAPA) Top Women Advisors were nominated for consideration by NAPA BD/RIA Firm Partners, based on previous year’s data about the practice, experience, and accomplishments as provided by nominees, and selected by a panel of industry experts chosen by NAPA. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research, LLC based on time period from 3/31/22-3/31/23 (Source Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research, LLC based on the time period from 9/31/21-9/31/22 (Source Forbes.com). Fee paid for use for marketing materials. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosure criteria.
2024 Forbes Best-in-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research, LLC based on time period from 6/30/22-6/30/23 (Source Forbes.com). 2023 Forbes Best-in-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research, LLC based on the time period from 6/30/21-6/30/22 (Source Forbes.com). 2022 Forbes Best-in-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20-6/30/21 (Source Forbes.com). 2021 Forbes Best-in-State Wealth Advisors: Awarded April 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19-6/30/20 (Source Forbes.com). Fee paid for use for marketing materials. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosure criteria.
*The National Association of Plan Advisors (NAPA) Top Women Advisors were nominated for consideration by NAPA BD/RIA Firm Partners, based on previous year’s data about the practice, experience, and accomplishments as provided by nominees, and selected by a panel of industry experts chosen by NAPA. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.