Retirement Plan Consulting

Workplace Retirement Plan Consulting

A Collaborative Partnership Between Apryl Pope & Jamie Osborne

 

Supporting Nonprofits and Local Businesses With Confidence

With over 40 years of combined experience in the financial industry, Apryl Pope and Jamie Osborne work together as professional partners to help nonprofits and local businesses design, manage, and enhance their workplace retirement plans.

 

We provide guidance across a wide range of plan types, including:  

 

  • 401(k) plans
  • 403(b) plans
  • SEP & SIMPLE IRAs
  • Solo 401(k)s
  • Qualified and non-qualified pension and profit-sharing plans

We understand the fiduciary responsibilities, compliance requirements, and ongoing oversight needed to run a strong and efficient retirement plan. Through our shared expertise, we help employers build plans that align with organizational goals while empowering employees to save confidently for their future.

 

 

 

Meet the Partners

 

Apryl M. Pope, CFP®, CPFA®

Certified Financial Planner™ Professional

Certified Plan Fiduciary Advisor

Apryl.Pope@LPL.com | 513-548-0777

 

Apryl Pope is a committed educator, advisor, and advocate for individuals and organizations seeking financial clarity. As a CERTIFIED FINANCIAL PLANNER™ Professional and Certified Plan Fiduciary Advisor (CPFA®), Apryl partners with nonprofits and local businesses to strengthen the retirement plans they offer.

Her approach includes personalized leadership support, plan design guidance, and employee education workshops that simplify complex decisions. Apryl is a graduate of Wittenberg University (B.A. Economics) and The George Washington University (M.A. Mathematics Education). She also served two years in the Republic of South Africa as a School and Community Resource Volunteer with the United States Peace Corps. She resides in Cincinnati, Ohio with her husband and three sons.

 

 

 

Jamie Osborne, CPFA®

Certified Plan Fiduciary Advisor

Jamie.Osborne@LPL.com | 513-548-0777

 

Jamie has dedicated his entire professional life to serving others. After 17 years as a Firefighter and Paramedic, he transitioned into financial services, where he has spent more than a decade helping individuals, families, and local business owners build stronger financial futures.

As a Certified Plan Fiduciary Advisor (CPFA®) — and with experience as a former Dave Ramsey SmartVestor Pro and Financial Peace University Coordinator — Jamie brings a practical, education-first approach to workplace retirement planning. He and his wife, Aileen, have been married for over 20 years and are the proud parents of one daughter and two sons.

 

 

How We Support Employees

 

Employees make better financial decisions when they feel informed, confident, and supported. That’s why our approach blends personalized education, one-on-one guidance, and user-friendly digital experiences that make retirement plans easy for both employees and HR teams.

1. Clear, Engaging Financial Education

We deliver workshops, webinars, and personal consultations that help employees:
 

  • Understand their retirement benefits
  • Learn investment basics
  • Set contribution levels
  • Build long-term savings habits

We use simple, relatable language so employees feel empowered—not intimidated.

2. Personalized One-on-One Support

Employees can meet with us individually to discuss their goals, ask questions, and gain clarity on their retirement planning decisions. These conversations build confidence and help employees feel supported at every stage.

3. Cutting-Edge, Recordkeeper-Flexible Technology

We partner with all major recordkeepers, giving you the freedom to choose the platform that works best for your organization. This flexibility ensures employees can access modern, easy-to-use digital features including:

  • Clean online dashboards
  • Mobile account access
  • Digital enrollment
  • Automated contribution updates
  • Simple investment selection tools
  • Secure document storage and e-signatures

No matter the provider, employees enjoy a seamless, intuitive experience.

4. Reduced Workload for Busy HR Departments

We help eliminate administrative stress by assisting with:

  • Employee onboarding
  • Enrollment and education
  • Compliance-related updates
  • Plan and investment communications
  • Ongoing employee questions

We operate as an extension of your HR team—without adding to your staffing costs.

5. Simple Tools That Inspire Smart Decisions

Employees receive access to calculators and planning resources that help them:

  • Choose contribution levels
  • Understand employer matches
  • Compare investment options
  • Visualize their long-term savings

These tools make planning for retirement easier to understand.

6. Support for Life & Career Changes

We help employees navigate retirement decisions through milestones such as:

  • Starting a new job
  • Marriage or divorce
  • Having children
  • Purchasing a home
  • Promotion or job change
  • Preparing for retirement

Our guidance helps keep them on track through every chapter.

Employer Services

We provide comprehensive support to employers, including:

  • Benchmarking analysis of plan costs and performance
  • Custom plan design and redesign
  • Fiduciary responsibility oversight
  • Investment advisory support
  • Ongoing participant education and training

Professional Credentials

  • Certified Plan Fiduciary Advisor (CPFA®)

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) — Apryl Pope