Independent and Personalized Advice
As independent advisors, we are not tied to any particular vendor or product, and we give you access to a limitless array of strategies. With our fully transparent fee structure, you know the advice we offer is independent and aligned with the best interests of your firm and your plan participants.
Fiduciary Management
Your plan and how it is managed is increasingly falling under intense scrutiny—not only from participants but also from the regulatory bodies that are responsible for protecting participants' interests.
When you work with us, we share your fiduciary responsibility. We implement a disciplined process to manage your fiduciary obligations.
Participant Education
We can work with individual participants to help them understand and optimize their financial well-being.
Custom Communication
We create communication programs to help educate your team and motivate them to take action to support their financial future.
Plan Design
We work closely with you to develop a plan that provides the greatest value possible, meets your objectives, and significantly reduces your administrative procedures.
We have specialized experience in the following areas:
- Employer contribution strategies
- Evaluation of qualification and eligibility issues
- Compliance with legislative changes
- Support services to help simplify plan administration
- Optimal use of safe harbors, such as 404(c) and QDIA
- Comparative analysis studies to determine the most efficient type of plan to adopt
- Cross-tested 401(k) plans, cash-balance, and defined benefit plans
