We take a team approach to improving employer retirement plans. We want to make a difference in the lives of plan participants, and help plan committees fulfill their fiduciary obligations.
Patrick McKay - Managing Director
Retirement Plan Services
a boutique approach to serving your business
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Plan Governance
Improve operational efficiency, manage fiduciary risk, and support plan sponsors.
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Fiduciary Coverage
Providing both 3(38) and 3(21) fiduciary coverage and streamlining investment selection and monitoring.
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Plan Benchmarking
Identify and recommend cost efficiencies through investment and vendor management.
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Employee Support
Provide group and 1-on-1 support for employees to improve engagement and retirement outcomes.
Your employees are like family, and we know you want the best for them.
As a family business, we understand. That’s why here to support you in providing the best possible retirement plan for them. We are:
A fiduciary based in New Orleans, Louisiana.
An advisor to local businesses on retirement plan offerings with an emphasis on hands-on service, operational precision, cost efficiency, and employee education.
A team with over 100 years of experience.
Stokes Institutional Serves as a 401(k) Fiduciary
That means we work exclusively for our business owner clients by offering:
To Plan Sponsors & Trustees:
Structured Processes/Coordinated Documentation
3(38) & 3(21) Fiduciary Services
Fee Benchmarking & Overall Cost Studies
Provider Negotiations & Service Upgrades
To Plan Participants:
Group Plan Education
One-on-One Assistance
Holistic Financial Wellness Assessments
Professionally Managed Model Portfolios
Meet Your 401(k) Team
Patrick McKay, CFP®
Managing Director, Institutional
New Orleans, LA
Thomas Greuling, MBA
Senior Vice President, Institutional
Grapevine, TX
Will Calhoun
Associate Analyst
New Orleans, LA
Get in Touch
With decades of experience, our team delivers tailored strategies that enhance day-to-day participant experiences and streamline plan administration.
Thomas Greuling - Senior VP
