Welcome to The Cottonwood Group

The Cottonwood Group is an employee-owned, independent provider of consulting, actuarial and investment services for company retirement programs. Our multi-disciplined, professional staff of actuaries and consultants offers only fee-based service and advice. Our clients have confidence our recommendations are not only practical and sound, but unbiased and objective.

We offer specialists in each of the following practice areas:

Actuarial Services
Defined Contribution Services
Pension Plan Administration
Investment Services

The Cottonwood Group advantages

PERSONAL SERVICE
We work hard to understand your business and to formulate solutions tailored to meet your specific needs.

SENIOR STAFF INVOLVEMENT
Our business model ensures ongoing involvement of senior consultants for the benefit of each and every client.

EXPERIENCE
Although our name is new, we’ve been serving the plan sponsor community for years. Our client relationships are strong and enduring, with many in place for over two decades.

INDEPENDENCE
We are a fully independent consulting and investment firm – without ties to providers. Our recommendations are unbiased, objective and made solely with your needs and goals in mind.

FEE TRANSPARENCY
Our fees are fully disclosed in client service agreements that reflect the scope of the work provided as well as the underlying costs.