What We Offer
We are committed to helping small- and medium-sized businesses improve efficiency and compliance, and we are passionate about helping employees build their financial confidence.
Improve Efficiency & Reduce Plan Error Risk
The most common retirement plan errors occur in the day-to-day administration. We will help you prevent, detect, and if needed correct operational errors to avoid costly errors and time-consuming corrections.
- As independent advisors, we will match you with the right record-keeping platform specific to your needs.
- We will work with you to document internal control procedures that will help prevent errors from occurring and streamline your processes.
- Our annual financial review is designed to detect and correct plan errors to make sure your plan enters each new year with a clean bill of health.
- Our audit assistance program can help reduce your audit expense and free up your team’s time working with plan auditors.
We will help you implement a fiduciary process and stand by you as a fiduciary.
- Let us handle the investment selection and monitoring as your dedicated 3(38) investment manager.
- Know that your plan fees are appropriate with our independent fee benchmarking services.
- Be prepared for an audit or inquiry with an organized file documenting your fiduciary processes, procedures and outcomes.
Make an Impact
Through plan design and education you can drive change in your organization and your employees' lives.
- We will help you evaluate how your plan design compares to your peers and influences your employees behavior.
- If you are looking to recruit, retain and motivate a select group of executives we can help you implement a targeted supplemental executive compensation plan.
- Through financial education we can help reduce absenteeism, improve morale and make a difference in the lives of your employees and their families.
Get to Know Our Team
With experience in both individual wealth management and business optimization, our team brings the knowledge and insight necessary to help you, your business and your team achieve a safe financial future.