Your Team is Your Best Asset.
Give them the best benefits.
As a fiduciary over your employees’ retirement assets, you have a lot on your mind.
Our team of experts will ensure your Plan is customized to fit your company’s specific needs by providing the following services:
Plan Selection & Design
Audit Preparation & Support
Awards, Accreditations & Accomplishments
50+ Years of Combined Industry Experience
15 Years Third Party Administrator Experience
Recordkeeper Relationship Mananger Experience
Spanish Language Support
Post Graduate Degrees
20+ Years Educator Experience
People focused. Compliance approved.
Our consultants have 40+ Years of experience in Plan administration, Plan design, participant education, investment selection, and Department of Labor compliance.
Our consultations will expertly identify your unique company demographics and objectives and recommend a tailored Plan for your business.
We ask all the right questions.
We anticipate and consider the trajectory of your company, and we design with that in mind.
We guide you in every step of the Plan implementation process.
We educate your employees in a way that works best for your team.
Our team of advisors and CERTIFIED FINANCIAL PLANNER™ professionals are available to meet individually with your employees.
We continuously monitor your investment menu, deliverdetailed quarterly reports, and host Investment Committee Meetings to thoroughly review the Plan.
We distribute all required, annual Plan participant notices on your behalf.
We are your liaison and go-to team for any Plan related questions.
And we do our due diligence to ensure allofyour fiduciary bases are covered.
Our team diligently stays up to date with all of those details, and we adjust your design and implement new strategies 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.
White-Glove Service. Thoughtful Cost Structure.
As your independent advisory team, we will continuously look for ways to lower Plan costs while providing concierge-level service. If you are creating your first retirement Plan or looking for an upgraded service model, our expertise allows us to create an individually designed cost structure for the Plan. As assets grow within the Trust, we will proactively adjust our own compensation to make sure that your Plan stays as competitively priced as possible.