Retirement Plan Services

Thompson Investment Management believes that the best way to achieve financial independence in retirement is to receive sound investment guidance during employment. This is why we offer personal, one-on-one education to all employees of our Retirement Plan Services clients.


We use decades of knowledge and expertise to educate participants about what is important when investing for the long-term. We also work closely with plan sponsors to ensure that they’re fulfilling their duties, and often act as plan co-fiduciary. We work with the following retirement plans:

  • 401(k)
  • 403(b)
  • Profit Sharing
  • Defined Benefit
  • SEPs
  • Cash Balance


Thompson Investment Management works with third party administrators (TPAs), record keepers and custodians to insure excellent customer service throughout all levels of a retirement plan. We listen to our clients’ needs to ensure we find the correct retirement plan for both business owners and employees.


To find out how we can help you, or to receive a free side-by-side cost comparison with your current plan, please contact us today: