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WE ARE:  RETIREMENT PLAN CONSULTANTS

Keeping hard-earned money in employees’ pockets.

Not large financial institutions’.  

One client at a time.

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PLANS WE SERVICE

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OUR SERVICES
(An Overview)

  • Investment Recommendations

  • Performance Reporting

  • Target Date Fund Analysis

  • Efficient Share Class Review

  • Preparation & Maintenance of:

    • Investment Policy Statement​

    • Committee Charter

  • Fiduciary Training​

  • Secure Fiduciary Filing System

  • Etc.

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Because we're independent, we have access to:

  • 25,000+ mutual funds         

  • 30+ nationally recognized recordkeeping providers

Think possibilities.

Think alignment.

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We educate clients' employees.

Our 4-Step Process Includes:

  1. Survey Employees

  2. Design Education Program

  3. Execute / Deliver (24 Months)

  4. Review Results, Repeat #1-3

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We are Specialized.  Our plan design consulting ensures each clients' retirement plan aligns with their specific goals & objectives.

Looking for more customization?  We can also assist by modeling varying plan design features for client consideration.

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As Retirement Specialists, we lead provider Request For Proposals: 

  1. At the onset of every new client relationship, &

  2. Every two-three years thereafter.

Think Fiduciary Risk Mitigation.

Think Cost Savings.

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