We’re Chartered Retirement Plan Specialists™, Accredited Investment Fiduciaries®, and CERTIFIED FINANCIAL PLANNERS™ with over 20 years experience. We are a trusted source for retirement plan advice.
What We Do
Plan Management and Advice
Our research and experience-based process helps maintain plan compliance and efficiency.
Investment Fiduciary Services
As ERISA 3(21) limited scope fiduciaries, we place our clients’ interest ahead of our own.
Expense Benchmark Analysis
Services and fees are independently reviewed and compared to similar plans on an ongoing basis.
Employee Financial Wellness
We provide materials and education to help employees confidently prepare for retirement.
Comprehensive Vendor Analysis
We are unbiased in our review of plan providers and tailor services to meet the needs of each client.
Plan transitions are coordinated by a dedicated in-house support team to ensure a smooth conversion.
Since each plan has different needs for its participants and fiduciaries, we begin every engagement with an assessment of the current plan, features and services, as well as the client’s primary objectives. From there, we can:
Manage expenses while maintaining a high level of service and fund selection.
Increase employee education through individualized meetings and targeted communications.
Seek to optimize performance by implementing established fiduciary processes.
Customize plan provisions to align with business objectives and workforce demographics.