Our mission is to help you build brighter futures for you and your employees. We are with you every step of the way. We have the experience, education, energy and the commitment to effectively manage your plan. Please use the interactive graphic below to explore our process and the questions we help address along the way.
We will review your existing employee retirement plan with a cost analysis. In assessing your plan, we consider participant success measures as well as retirement readiness, client education, performance and risk. We strive to deliver the best value for you and your employees.
Our advisors come with deep experience in developing retirement plans that work. We research vendors, analyze and compare different options and identify the features that meet your goals. By prioritizing functionality and high employer and employee satisfaction, a well-designed retirement plan can promote high employee retention.
We offer investment options that have weathered financial ups and downs over the years. We adhere to a sound investment philosophy that remains constant no matter what is happening in the financial markets. As fiduciaries without financial incentives that compete with your best interests, we recommend funds that our research shows will benefit you and your company. Regular reviews are conducted on the fund lineup in order to benchmark each fund against its peer group.
We encourage your employees to join us in on-site group education seminars and one-on-one consultations to discuss not only their retirement plan but also common questions involving budgeting, student loan debt, home buying and family needs planning. With education as an integral component of our process, we prepare your employees for overall financial success—not just retirement.
The more you know, the more effective our work together becomes. With that in mind, we offer continued education for executives and investment committees. As your partner, we provide fiduciary support and vendor monitoring to help you manage risk. You can breathe easy knowing that our strategies for high participation and savings rates come from understanding and influencing employee behavior.
As 3(21) and 3(38) fiduciaries, our advisors are committed to researching the most up-to-date regulations and providing you with prudent advice. We are well versed in ERISA compliance and work within its guidelines to help protect you and your company from liability.
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