Our focus is retirement plans. If you have an ailment that requires special attention, do you go to a general practitioner or a specialist? For over 25 years, our team has proudly supported Plan Sponsors in mitigating risk. We provide independent, objective advice and investment consulting to our employer-sponsored retirement plans.
Get Your 2021 Contribution Limit guide
We are not generalist financial advisors or stock brokers; we are Retirement Plan Consultants.
Our goal is to demonstrate our value, then earn your trust. We currently serve over 30 retirement plan clients that represent over $150 million in plan assets and thousands of plan participants nationwide. The majority of our plan clients have been with us for more than 13 years. They stay because we offer the service, knowledge and skills to help you and your employees make informed decisions. We aim to protect and navigate you through the fiduciary world so you can make the most of your valuable time.
For Plan Sponsors
3(21) investment advisor or 3(38) investment manager services
Investment Policy Statement template
Plan design help
Quarterly fee benchmarking
Vendor monitoring
Annual plan review
For Plan Participants
Financial planning as an employee benefit
One-on-one meetings with employees
Group education for all employees
Employer benefit review
Estate and insurance planning
Holistic planning with a fiduciary advisor
How our Retirement Plan Service Model helps you
Our Retirement Plan Service Model is designed to improve client experiences and plan outcomes.
Fiduciary Management
Investment Review and Reporting
Participant Communication / Education
Plan Design Analysis
Plan Benchmarking
Service Provider Review and Consultation
