Broker Check

Retirement Plan Consulting

Our retirement plan service model delivers in integrated system of education, fiduciary oversight, investment due diligence and benchmarking analysis. The solution for our clients include strong participant outcomes and retirement preparedness, protected fiduciaries (We sign on as a fiduciary in all cases), enhanced investment opportunities and complete fee disclosure and analysis. This is the same plan model utilized by companies such as Google, American Eagle Airlines, Jet Blue Airlines and Northwestern University to name a few. Our solution is comprehensive, streamlined, and generally does not require replacing the current 401K provider. New DOL and ERISA regulations require independent oversight and analysis, and our service provides a solution for this requirement and essential risk management to your business.

At the start of each relationship we set goals and objectives via a written service plan. We then track the timing and frequency of each service delivered and posts all deliverables on our secure plan sponsor portal.

Selecting and monitoring the investments in your plan is a serious fiduciary task as it can impact a participant's retirement experience. We provide independent investment analysis to assist you with this important responsibilities utilizing institutional approach which is comprehensive and independent utilizing both document processing methodology.

Our fiduciary compliance service encompasses education, documentation and all planning metrics to meet fiduciary responsibilities improve operational efficiency.