Services

What We Do

We provide a thorough process to help plan sponsors evaluate, understand and implement comprehensive retirement programs.

• Investment strategies
• Plan design assistance and compliance support
• Participant services
• Certified as 3(21) fiduciary advisors

Plan Sponsor Services:

• Review Current 401(k) Retirement Plan System and Document
• Help Establish Retirement Plan Committee
• Assist in preparation and review of Investment Policy Statement
• Review Retirement Plan investment line-up and suggest alternatives as necessary
• Assist in reviewing all charges and fees, investment and administrative, related to the Retirement Plan
• 3(21) Investment Fiduciary Services
• Ongoing Performance reporting – Quarterly FiRM Reports
• Ongoing investment recommendations
• Education services to plan committee
• Education and enrollment programs
• First Point of Service Contact – we represent you, not the provider
• Annual 401(k) Plan Benchmarking
• Ongoing Monitoring of regulatory changes – i.e. DOL Fiduciary Standards – effective 6/9/2017
• Quarterly / Semi-Annual Trustee meetings

Contact Us To Receive Your Complimentary Retirement Plan Healthcheck