How We Help

Fiduciary Governance

As your retirement plan partner, we provide fiduciary training and help you implement a prudent process for managing your responsibilities as a plan fiduciary in compliance with ERISA.

Investment Consulting

We can help you build an investment strategy that fits the unique objectives of your company and your employees. An appropriate investment strategy starts with the development of an Investment Policy
Statement (IPS) which will serve as a road map for selecting and monitoring plan investments.
For participants, we offer another option to achieve their retirement goals: professionally managed portfolios. By helping participants appropriately diversify their investments, this strategy aims to keep a watchful eye on the market and then rebalance through fluctuating times.

Fee Transparency

Costs associated with your retirement plan should be reasonable. For each client, we annually benchmark plan fees, so you always know what you are paying and that it is fair.

Plan Design

There’s no one-size-fits-all solution for retirement plans. We take an active role in plan design to help you develop a benefit plan that’s right for you, your company and your employees.

Financial Wellness

We provide financial education that helps your employees feel confident about their savings goals and, ultimately, their retirement futures.

Provider Management

In order to keep your plan running smoothly, you rely on the support of service providers. However, not all providers are created equal. We help our clients evaluate their current service providers, the tools and technology they offer, and the value they bring.