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Our Process

Focus. Simplicity. Wellness. 

Six steps to a better retirement Plan


Plan Evaluator

Our proprietary software allows us to fully evaluate your company’s plan, providing an in-depth analysis of your plan against other solutions. The plan evaluator is designed to enhance outcomes, manage risk and reduce fiduciary exposure.


Innovative Plan Design

Our experienced team has years of designing and updating retirement plans to meet the needs of business owners, their executive teams and their employees. We strive to enhance tax efficiencies and bring outdated plans up to current and modern practices.


Fiduciary Support

Whether your plan needs ongoing 3(16), 3(21) or 3(38) support, we provide comprehensive and ongoing fiduciary evaluations to mitigate potential liabilities. Our team works with independent and expert professional teams to enhance your plans governing documents.


Plan Manager

Our customized service model will work with your team to deliver your expectations on a month-to-month basis. We create individualized programs to deliver essential communication, education and sponsor support to ensure your plan is competitive


Plan Fitness

Assessing your investments is a strategic goal. Our software allows us to independently evaluate all investment options and score them against all other options. Advanced risk-based suitability processes also help us identify a “best fit” target date fund series.


Financial Wellness

We build highly customized plan participant financial plans to help participants optimize outcomes and increase financial wellness. Our goal is to help participants understand their complex financial wellness and alleviate financial stress.

Are You Ready to Get Started?

Contact Our Advisory Team

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