Simplifying Retirement Plans for You and Your Team
We help businesses design, manage, and optimize retirement plans tailored to their goals and employees’ needs. From plan setup and investment oversight to fiduciary guidance and vendor management, we provide comprehensive support every step of the way. Our approach ensures compliance, cost-effectiveness, and employee engagement, all while simplifying your responsibilities as a plan sponsor.
Let’s build a retirement plan that works—for your company and your team.
Together, we’ll take a look at:
Plan Design Setup
We help you design a retirement plan tailored to your business goals and employee needs. From choosing the right plan type to setting up matching contributions, Profit Sharing, eligibility rules, and auto-enrollment features—we guide you through it all.
Investment Strategy Oversight
We assist in selecting and monitoring a diversified lineup of investment options, aligned with your Investment Policy Statement (IPS). Our due diligence process ensures your plan remains competitive, compliant, and suitable for your workforce.
Fiduciary Guidance
Understanding and managing your fiduciary responsibilities is critical. We offer fiduciary support, including acting as a 3(21), the selection of a 3(38) advisor, helping you mitigate risk and maintain compliance with ERISA and Department of Labor requirements.
Vendor Benchmarking Management
We evaluate and help you select recordkeepers, TPAs, custodians, and other service providers. Our benchmarking process ensures you're getting competitive fees and top-tier service—plus, we’ll help manage transitions if needed.
Employee Education Engagement
We provide education sessions, resources, and one-on-one support to help your employees understand their retirement benefits, make informed investment decisions, and improve their long-term financial wellness.
Ongoing Plan Support Compliance
Retirement plans aren’t “set it and forget it.” We provide ongoing oversight, conduct regular plan reviews, monitor participation trends, and help you stay ahead of regulatory changes and compliance requirements.
Sound Like Guidance You Could Use?
We’ve helped many individual and business owners successfully navigate, negotiate and map out a clearly defined plan to achieve risk management policies that protect their financial success.
