Retirement Plan Consulting Services

Rely on our independent outlook and extensive knowledge of the retirement plan industry to help you make informed decisions, fulfill your fiduciary obligations, and ensure that your participants are on track for retirement. Our independence means that our interests are aligned with yours. We realize you have a choice when it comes to retirement plan providers, and we offer you freedom from proprietary vendor or product pressures. Whether we work with you on a specific project or on an ongoing basis, the benefits of objectivity apply to your bottom line as well. Our fee structure is fully transparent and independent of the specific recommendations we make to you.

Why Should You Hire Us?

  • Our team is uniquely qualified to quarterback any 401(k) issue that may arise.
  • We are focused on proactively implementing processes and procedures that will help provide fiduciary protection and simplify oversight and administrative responsibilities.
  • We serve as ERISA 3(21) fiduciaries and have a vested interest in helping protect you.
  • Our Investment Due Diligence Process is easy to understand and is similar to what the largest and most advanced institutions in the world use to select and monitor their investments.
  • We will focus hard on consistently reducing costs and making sure your fees are fully transparent and reasonable.
  • We pride ourselves on providing unmatched employee education and investment advice services that combine 401(k) guidance with overall financial wellness and retirement readiness strategies. All of our 401(k) education initiatives are coordinated and conducted by a CERTIFIED FINANCIAL PLANNER™ professional.
  • We are proactive, not reactive, in nature. Our goal is to help you create a 401(k) experience that is seamless and second-to-none.
  • Our firm is independent and we can offer you objective advice without vendor pressures.

Services We Offer Include:

Employee Education Resized
 
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RFP & Fee Benchmarking Icon for Website
 
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