Tejera & Associates, LLC

Consultants to Retirement Plan Sponsors

 

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Tejera & Associates, LLC
Consultants to Retirement Plan Sponsors

How We Help

Since 2005 Tejera & Associates has focused on helping employers meet their fiduciary responsibility in the evaluation and selection of their administration providers, including administration and investment consultants. A successful search is time consuming. By using our specialized expertise, you can have confidence in your selection process while keeping your staff focused on their primary responsibilities.

We help plan sponsors conduct due dilligence evaluation to determine and document that fees are reasonable for the services provided.  Our searches help plan sponsors qualify and select a provider that meets their objectives, provides the required services at a competitive price, and satisfies the needs of the Committee, staff, and participants.  We emphasize fee transparency for plan sponsors and participants.

Tejera & Associates is led by Martha L. Tejera. Martha brings the high quality experience and knowledge gained over 25 years of consulting with industry leaders. She helps plan sponsors select providers and build a successful, long term relationship through her knowledge of:
  • retirement industry standards and best practices,
  • administation providers and investment consultants and their distinguishing characteristics, and
  • the nuances of plan design, administration and Committee dynamics.
Tejera & Associates' flexibility allows us to collaborate effectively with a variety of individuals and team structures, including HR, finance, retirement plan Committees, bundled and third party administrators, plan design and compliance consultants, investment consultants, and ERISA counsel.  Our focus on administration complements the expertise of investment consultants, resulting in a comprehensive assessment of provider suitability.  We have a reputation with both plan sponsors and providers for leading fair, thorough, and efficient searches.  

Complete Independence

Tejera & Associates is a fee-for-service firm that does not accept fees from any source other than plan sponsor clients. The firm maintains information on over 40 providers of retirement administration services.  General capabilities are benchmarked in 17 different assessment areas.  Providers do not pay for inclusion and no revenue sharing arrangements exist. This ensures our clients can count on us to be completely objective and without any potential for a conflict of interest.

Tejera & Associates, LLC
PO Box 10277
Bainbridge Island, WA 98110
1-800-342-4619

Martha L. Tejera
(206) 855-0791
martha.tejera@tejera-associates.com

Abby Stanton
(425) 562-7928
abby.stanton@tejera-associates.com