2025 Top Retirement Plan Adviser: Jeremy Weith

This year, PLANADVISER followed up with advisers on the 2025 Top Retirement Plan Advisers listing to get to know them better. These are the responses from Jeremy Weith of HUB Retirement and Wealth Management in Mequon, Wisconsin.

PLANADVISER: What does it take to be a successful retirement plan adviser in 2025?

Weith: Success as a retirement plan adviser in 2025 requires navigating a dynamic environment shaped by regulatory complexity, evolving client expectations, technological advancements, product innovation and broader macroeconomic trends. Advisers must possess deep technical and regulatory expertise, including comprehensive knowledge of tax regulations and plan structures such as 401(k), 403(b), 457, Defined Benefit, and Non-Qualified Deferred Compensation Plans.

Operating with a fiduciary mindset is essential; advisers must consistently act in the best interests of both their clients and their plan participants. Transparency and integrity are paramount. Advisers should proactively avoid conflicts of interest, assist clients in selecting service providers based on both quality and cost, and ensure fee structures remain competitive through regular benchmarking.

Clients also value advisers who demonstrate extensive product knowledge and a commitment to innovation. Our team is trained to understand and communicate the intricacies of guaranteed income solutions, construct sound investment lineups, evaluate alternative investments, diversify default fund options, and, most critically, develop effective drawdown strategies.

To maximize our service offerings, we also emphasize the strategic use of technology. By leveraging data analytics, advisers can help optimize plan performance and enhance decision-making for both sponsors and participants.

Finally, personalized communication is key. Advisers must deliver clear, actionable guidance that helps participants understand product features, evaluate trade-offs related to taxes, fees, and risk, and plan for sustainable income throughout retirement. Early education is vital to ensure employees are equipped with a well-structured retirement strategy long before their retirement date.

PLANADVISER: Has the focus or character of your practice shifted meaningfully over time to respond to evolving client demands, market pressures or the emergence of new technologies?

Weith: While our core business strategy has remained consistent over the years, the expectations of plan sponsors and participants have evolved significantly. In response, we have prioritized a proactive, forward-thinking approach that emphasizes consultative guidance, particularly in navigating regulatory developments, product innovation and shifting participant needs.

Our success is measured by more than just assets under management. We focus on key outcomes such as participant outcomes, overall plan health, retirement readiness, satisfaction levels and behavioral trends. We understand that each organization has unique goals for its retirement plans, often tied to broader employee benefit strategies. That’s why we tailor our solutions to reflect plan demographics, risk tolerance, company culture and workforce financial literacy.

Collaboration is central to our model. We work closely with health care brokers, recordkeepers, tax  advisers, auditors and leadership teams to drive engagement, ultimately producing stronger outcomes and greater satisfaction across the board.

We’ve built a scalable and innovative platform by leveraging technology that supports advanced solutions such as pooled employer plans, multiple employer plans and alternative investment vehicles such as collective investment trusts and institutional separate accounts. This integrated approach allows us to deliver customized, high-impact retirement strategies that align with the evolving needs of today’s workforce.

PLANADVISER: What are some of the most important growth strategies that have generated success for your firm? Where do you source new clients most effectively?

Weith: Our primary growth strategy focuses on deepening collaboration with our Employee Benefits and Property & Casualty teams to deliver a unified and comprehensive service model. By leveraging internal data and cross-functional insights, we identify financial wellness gaps and craft tailored retirement plan solutions that integrate seamlessly into our clients’ total rewards programs.

This integrated approach also enhances risk management capabilities, particularly through our partnership with the P&C team. As fiduciary advisers, we play a critical role in helping clients mitigate fiduciary risk by establishing a robust retirement plan governance framework. This includes:

• Drafting a retirement plan charter to formally delegate oversight responsibilities to the retirement plan committee;
• Developing and maintaining an investment policy statement to guide prudent investment decisions; and
• Conducting ongoing plan reviews focused on improving participant outcomes and strengthening fiduciary oversight.

By aligning retirement planning with broader employee benefit and risk management strategies, we empower clients to deliver more impactful, compliant and sustainable retirement programs.

PLANADVISER: How do you balance the desire to grow with the need to keep clients happy?

Weith: At HUB, we recognize that sustainable growth is only possible when paired with unwavering client satisfaction. Our business model is rooted in a “client first” philosophy, prioritizing the retention and satisfaction of existing clients as much as pursuing new opportunities for expansion.

Achieving this balance requires strategic planning and a disciplined, client-centric approach. Through regular service team meetings and quarterly review meetings, we reinforce our commitment to delivering a client first experience. Whether we are expanding our service offerings, adopting new innovative technology or scaling operations, every enhancement is carefully evaluated to ensure it strengthens, rather than compromises, the personalized attention and fiduciary care our clients expect.

Operational excellence is a key performance measure. HUB continues to invest in systems and processes that enable us to serve a growing client base efficiently, without sacrificing quality. This includes leveraging secure digital platforms, automating routine tasks and streamlining compliance workflows, all of which are designed to free up time for meaningful client engagement.

We also place strong emphasis on training and team development. As our firm evolves, we solicit client feedback and adapt our service delivery to meet emerging needs. Whether through adviser training that focuses on our core values or through recruiting professionals with specialized expertise, we believe a strong internal culture is essential to delivering a consistent and exceptional client experience across the organization.

PLANADVISER: What is something you or your team learned the hard way about this business?

Weith: One of the most impactful lessons we’ve learned is the critical importance of proactive communication. As subject matter experts, our clients rely on timely, informed responses to ensure plan compliance and to confidently address participant inquiries.

Earlier this year, we underestimated how a lack of communication, particularly during market downturns, can unintentionally erode trust, even when we were actively working behind the scenes. Silence, however well-intentioned, can create uncertainty and anxiety among clients who are seeking reassurance and clarity.

We’ve recognized that consistent updates, including anticipated response timelines, are not just appreciated, they’re expected. While we assumed clients would remain focused on long-term strategy, many felt disconnected and uninformed. This experience reinforced that transparent, timely outreach is not merely a best practice, but essential to maintaining client confidence and long-term relationships.

Click to see the list of 2025 Top Retirement Plan Advisers

View Other Top Retirement Plan Adviser Profiles Here