We proactively serve sponsors of group retirement plans who value good governance, cost efficiency and powerful participation education.
Servicing: 401(k), 403(b), Profit Sharing Plans,
Cash Balance Plans, and Defined Benefit Plans.
Plan Benchmarking
It is your responsibility to understand plan costs and judge them to be reasonable for the services provided. We will:
• Create a benchmark report that evaluates fees, plan design and participant success measures
Questions on any of these services? Contact us and we’ll be happy to discuss our services, process, and the benefits of working with an Accredited Investment Fiduciary Analyst (AIFA®).
Plan Design and Provider Services
Plan Benchmarking
Fiduciary Governance
Fund Evaluation and Selection
Employee Education and Communication
