Our Goal

Our goal is a simple one: To Make a Better Retirement Plan.

By our definition, a better retirement plan has high participation, adequate savings levels and a wise investment strategy.

How do we attempt to achieve this?

By applying behavioral finance strategies designed to help you address the needs of your plan’s participants.

How do we define success?

90% of your employees participating in the plan

Saving at least 10% of pay

90% will be investing in the appropriate model portfolios


We call this our 90-10-90 goal for your plan’s success.

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