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
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
