Aegion Mountain Services
Retirement strategy programs engineered for modern organizations.
Every mandate pairs fiduciary expertise with empathetic participant experiences. Choose the service that matches your priorities or connect with us for a tailored blend.
Our catalog
Services built to move plans forward.
Select any service to explore scope, sample deliverables, and how we partner with your teams.
Wealth
Wealth Accumulation Strategies
Tailored plans that blend disciplined core portfolios, high-yield cash, and thematic sleeves so families can craft a legacy of long-term financial success.
- Holistic dashboards unite banking, brokerage, and alternative data.
- Automations rebalance, harvest losses, and stage withdrawals.
- Dedicated Aegion Mountain team for coaching and accountability.
Multi-asset
Portfolio mix
Daily
Automation cadence
Assurance
Risk Assessment & Mitigation
Comprehensive market analysis, diagnostics, and continuity playbooks so sponsors can absorb shocks and keep fiduciary files exam-ready.
- Regulatory horizon scans across DOL, IRS, SEC, and state mandates.
- Incident war-room support plus tabletop facilitation.
- Integration with Aegion Mountain governance calendars.
Biannual
Continuity drills
45+ /yr
Vendor reviews
Retirement
Retirement Planning Solutions
Advisor-led strategies, specialized income portfolios, and guided decision support so retirees can lock in predictable cash flow.
- One portal for both on- and off-platform accounts.
- Automation keeps contributions, withdrawals, and rebalancing on schedule.
- Scenario planning for long-term care, healthcare inflation, and bequests.
50+ scenarios
Income simulations
$3.2B
On-platform assets
Advisory
Financial Planning & Analysis
Strategic FP&A support that pairs executive decision decks with granular modeling so leaders can move with clarity.
- Mission and vision anchored to long-term client relationships.
- Option to embed Aegion Mountain analysts alongside internal teams.
- Direct line to support@aegionmountain.com for rapid iterations.
Weekly
Reporting cadence
< 4 hrs
Model refresh time
Retirement
Retirement IRAs
Automated IRA programs that surface every asset, deploy tax-intelligent trades, and unlock alternative exposure without the friction of legacy custodians.
- Access to technology, renewable, and cannabis themes within compliant wrappers.
- Guided rollovers for business owners and self-employed leaders.
- Client notifications when markets, rules, or timelines shift.
Always-on
Automation engine
100+ options
Strategy tiles
Education
College 529s
Tax-advantaged college savings plans with glidepath automation, in-app monitoring, and transparent fees so families can fund any campus with confidence.
- Eligible for K–12 tuition, college costs, and approved apprenticeships.
- Unlimited withdrawals from partner banks with up to $8M FDIC coverage.
- Hands-off investing powered by Aegion Mountain’s automated portfolios and tax-loss harvesting.
0.25% annually
Management fee
0.40–0.46%
All-in expense goal