The Fiduciary Divide

As fiduciary over your employees’ retirement assets, you have a lot on your mind.

Our team can help bridge the gap between the risks and rewards of maintaining a retirement plan by providing the following services:

316/321/338 Co-Fiduciary

Plan Selection & Design

Participant Support

Plan Administration

Investment Monitoring

Cost Benchmarking

Audit Preparation & Support

FAQ

OUR APPROACH

Customize

Attractive retirement plans come down to the right design.

We help you find the best retirement plan for your company, including employee match, cost, tax breaks, and investment options.

Our consultations will identify your unique company demographics and objectives and recommend a tailored plan for your business.

Assist

Beyond delivering retirement plan solutions, we share our knowledge and insight with plan sponsors and participants. This ensures all parties can make fully informed retirement decisions.

Additionally, we continuously monitor your investment menu, provide meeting minutes, and distribute notices on your behalf, covering all your bases.

And finally, we support your team with engaging enrollment meetings and provide 24/7 access to plan resources through a custom-branded portal.

Adapt

Stock market performance and employee turnover can affect your retirement plan, but we monitor your investment menu and adjust your design when needed.

We benchmark across recordkeepers on an annual basis, and we will negotiate your current contract or assist you with a move if we find a more cost-effective solution for you.

. . . A Little-Known Secret About Retirement Plan Costs

No matter how it’s divvied up, there are 4 parties that need to be compensated in addition to an advisory team:

Custodian Recordkeeper Administrator Fund Company

As your independent advisory team, we will continuously look for ways to lower these associated costs. As the assets grow within your retirement trust, we will also proactively adjust our own compensation to make sure that your plan stays as competitively priced as possible.

Our Retirement Plan Management Cost of Service

From 0.20% to 0.75%* of plan assets
* subject to $250 monthly minimum. Fixed rate pricing also available.