Retirement Plan Services

Do you wish your organization’s retirement plan would play a more significant role in recruiting and retaining your employees?

Employers often struggle to find an affordable, yet service-rich retirement plan that satisfies employees, while meeting regulatory obligations. Boasting leading-edge technology and unique Biblically Responsible Investment options, Ambassador Advisors offers you an unparalleled option for your organization’s 401(k) or 403(b) plan.

Ambassador Advisors Retirement Plan Services offers:

  • Plan Design and Consulting
  • Record keeping and Administration
  • Compliance Oversight
  • Fiduciary Support
  • Participant Communications
  • Education and Guidance

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Do you wish that the retirement plan which safeguards your employees’ nest eggs would also align with your personal faith and moral values, while maintaining the highest standard of fiduciary duty?

We believe followers of Christ should have the opportunity to invest their resources in a manner that is in alignment with their values. Over the years, we have found that many employers believe there is a prohibition against using Biblically Responsible Investing (BRI) strategies within an ERISA-covered plan. There is no prohibition against investing in a biblically responsible manner, and using one does not mean you and your employees have to sacrifice performance.

Ambassador Advisors’ Screening Process

Making prudent selections is at the center of our process to help investors view a moral snapshot of their portfolio holdings. Areas of concern include, but are not limited to, abortion, pornography and anti-family entertainment. You may be surprised to learn there are clean alternatives to many commonly held funds. By vetting our investments, we can both avoid companies damaging our society, as well as support companies that are improving the world around us.


Ambassador Advisors Retirement Plan Services’ value-added offerings for each employee benefit business owners. As an enhancement to the company’s overall benefits package, we offer education modules to employees and spouses related to:

  • legal and financial matters
  • 529 educational savings plans
  • tax-wise charitable giving strategies

In addition, we meet with your employee to show them how their plan performed in context with overall market performance.

Investment Solutions Tailored for Your Beliefs and Your Bottom Line

Option 1 – Participant-Directed Options

Option 2 – Qualified Default Investment Alternative (QDIA)

Option 3 – Managed Portfolios (Ambassador Advisors BRI Models)

Business Advisors You Can Trust

Since 1990, Ambassador Advisors has provided consulting and advice for business owners and leaders from our home office in Lancaster, PA, as well as locations up and down the East Coast. We rely on a team of experienced, knowledgeable advisors to help you make smart decisions about your company’s retirement plans.

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Is Your Portfolio Aligned with Biblical Principles?

  • Are you supporting companies that you don’t agree with?
  • How can you be sure your investments are going towards worthy causes?
  • Can your investments have a greater impact?

Schedule a free consultation with the Wealth Management team at Ambassador Advisors, who will look at how well your existing portfolio aligns with your Christian beliefs.