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As fiduciary over your employees' retirement assets, you have a lot on your mind.

Our team can help bridge the gap between the risks and rewards of maintaining a retirement plan by providing the following services:


Implement The Right Design

Implement The Right Design

With retirement plans, it all comes down to design.

Which type of retirement plan is best for your company? Should there be an employee match? How much would it cost? How much of a tax break could the company and its highly compensated employees anticipate? Which investment options should be available to the participants?

Our annual plan design consultations will take into account current demographics of the company, as well as the plan sponsor's objectives, resulting in custom tailored recommendations to achieve and maintain an optimized plan. 

Provide Education & Support

Provide Education & Support

We are a team of consultants, not sales people.

Beyond delivering retirement plan solutions, we also share our knowledge and insight with both the plan sponsor as well as the plan participant so that all parties are able to make fully-informed retirement plan decisions.

Our team of CERTIFIED FINANCIAL PLANNER™ professionals host engaging enrollment meetings and are on standby to help support your participants when the need arises.

Your employees will also have access to their retirement plan's resources from anywhere in the world through a custom-branded company portal.

Monitor & Adjust Accordingly

Monitor & Adjust Accordingly

From stock market performance to employee turnover, a lot can change in a short amount of time when it comes to your retirement plan. 

We continuously monitor your plan's investment menu and design as well as provide meeting minutes and distribute notices on your behalf - all to help you cover your fiduciary bases.

When it comes to plan expenses, we benchmark across recordkeepers on an annual basis to make sure that your plan stays right in line. If there's a better deal out there, we will negotiate the current contract on your behalf, or assist you with a move to the more cost-effective solution.

. . . A Little-Known Secret About Retirement Plan Costs

No matter how it’s divvied up, there are 4 parties that need to be compensated in addition to an advisory team:

Custodian     Recordkeeper    Administrator     Fund Company

As your independent advisory team, we will continuously look for ways to lower these associated costs. As the assets grow within your retirement trust, we will also proactively adjust our own compensation to make sure that your plan stays as competitively priced as possible.

Our Retirement Plan Management Cost of Service

From   0.20%  to  0.75%*  of plan assets

* subject to $250 monthly minimum. Fixed rate pricing also available.

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