We proudly serve the employees of two of Battle Creek’s biggest landmarks, Kellogg Company and DENSO, among others.

 

Serving city, county
and state municipalities

We specialize in serving municipalities by providing advisory services for their employee and executive benefit programs, and offering guidance on fiduciary responsibilities and industry best practices. The services we offer include:

  • 457 and 401(a) plans
  • Defined benefit plans
  • Non-qualified plans
  • Retirement plan benchmarking
  • Assistance with Investment Policy Statement design and monitoring
  • Investment committee consulting
  • Assistance with Education Policy Statement design and monitoring
  • Employee education and planning
  • Special designated funds investment consulting
  • Trust funds investment consulting 

 

 

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