We understand the top concerns of prudent plan sponsors

Are you satisfied with the service and performance of your current retirement plan program? Are you worried about low employee participation or whether your employees are retirement ready? Are you comfortable that your plan is in compliance with the latest Department of Labor (DOL) and ERISA regulations? As retirement plan advisors, we understand the top concerns of prudent plan sponsors:

  • Fee transparency
  • Fiduciary liability
  • Participant outcomes
  • Investment research and monitoring
  • Maximizing plan design for tax purposes

We take a hands-on and personalized approach:

  • Focusing on participant outcomes and drivers
  • Helping you manage your fiduciary responsibility
  • Monitoring and providing ongoing investment recommendations
  • Evaluating and benchmarking plan efficiencies

We have a passion and responsibility to help you maximize the success of your retirement program and to the employees who depend on it.