Focus. Simplicity. Wellness.
Six steps to a better retirement Plan
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 We strive to enhance tax efficiencies and bring outdated plans up to current and modern practices.
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.
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
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.
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.