A retirement plan can be an engine of wealth creation for you, your employees and their families. It can also be a critical differentiator for recruiting and retaining the top talent that keeps your business flourishing. However, retirement plan management is complex, with fiduciary responsibilities that demand expertise that may lie outside your wheelhouse.
We work with business owners, executive committees and HR departments to help ensure that their plans remain compliant with ERISA regulations and deliver meaningful results for their employees. We do this by offering a full slate of retirement benefit program services for new and established programs including investment menu curation, fiduciary services, and employee outreach.
As your ERISA 3(21) fiduciary or ERISA 3(38) investment manager, we provide personal service and personalized guidance to you and your organization. While leading that effort, we are supported by our partnership with Raymond James, a major, diversified financial company whose reach, resources and negotiating power help us meet the needs of any sized organization.
