Broker Check

We Aim to Partner, Protect, and Prepare

Partner

As a business owner, staying current with the rapidly changing complexities of retirement plan law can be an onerous task to say the least. Acting as a fiduciary requires us to put your best interests ahead of our own, ensuring a completely transparent relationship.

Protect

Our approach includes implementing well-documented processes to safeguard you and your company:

  • Engaging as an ERISA 3(21) fiduciary
  • Assisting in implementation and review of an IPS (Investment Policy Statement)
  • Ongoing investment monitoring and selection
  • Plan search support and vendor analysis
  • Fee benchmarking

Prepare

As an employer, developing and maintaining a retirement plan can be one of your most powerful tools in attracting and retaining talent. Crucial components of a successful plan including participant education and the promotion of overall financial wellness. We utilize multiple methods of engagement to help prepare employees for retirement in hopes of lifting that stress from them and ultimately allowing them to be more efficient in the workplace.