Problems We Solve

Focused on You.

Our passion is assisting you with the design features of a retirement plan that best suits the needs of both your company and your workforce. We adhere to a high fiduciary standard of care while seeking to help you offer an appropriate mix of investment options, education and personalized counseling to your employees as they pursue their retirement goals. Best of all, we are able to instill the confidence you seek, knowing your interests and those of your employees always come first.

How We Help You Provide an Effective Retirement Plan

Our passion is assisting you with the design features of a retirement plan that best suits the needs of both your company and your workforce. We adhere to a high fiduciary standard of care while seeking to help you offer an appropriate mix of investment options, education and personalized counseling to your employees as they pursue their retirement goals. Best of all, we are able to instill the confidence you seek, knowing your interests and those of your employees always come first.

Fiduciary
Investment Review

  • Investment Policy Statement Review
  • Investment Selection
  • Performance Monitoring and Reporting
  • Selection and Monitoring of QDIAs

Provider
Analysis

  • Fee and Service Review
  • Benchmarking of Fees and Services
  • Review ERISA Spending Accounts or PERAs
  • Help Generate/Evaluate Service Provider RFPs
  • Help Service Provider Transition and/or Plan Conversion

Plan Governance
Consulting

  • Guidance Regarding Plan Objectives and Options
  • Retirement Plan Committee Structure and Governance Best Practices
  • ERISA Rule 404(a) Support
  • Fiduciary Audit File Guidance
  • Facilitate Retirement Plan Committee Meetings

Employee
Engagement

  • Group Education Meetings
  • Support Individual Participant Questions
  • Financial Education Emails, Podcasts and Webinars
  • Financial Wellness Programs

Best Practices Approach

We work with retirement plan committees to deliver an integrated, best practices approach that puts in place tools, processes, and organizational structures leading to well‐informed decision‐making, risk management and, potentially, a higher probability of successful outcomes for your plan.

How We Help You Provide an Impactful Retirement Plan

Our knowledge covers all aspects of plan operations, including managing plan conversions, changing service providers, updating and monitoring investments, vendor benchmarking, fee analysis, monitoring the plan’s overall health and developing employee communications. Combining our expertise in retirement services with your specific objectives, we strive to help you design an investment program structured around meeting your business needs and helping your employees pursue their retirement goals.

We Seek to Improve Retirement Outcomes for Your Employees

We utilize Financial Wellness programs to pursue dramatic improvement of the health of your retirement plan through increasing deferral rates, reducing loans, and improving the way your employees plan and invest for retirement.

Drop us a line!