The cost of your company's 401K plan does not show up on your P&L statement, so hence most business owners are not aware of the expenses that are paid out of their account balances, each year.

In many cases over a 20 year period the business owners could be paying out over $100K from their personal retirement account with pre tax dollars.

There is a better more cost effective way.

We will help design a plan that maximizes benefits for top employees, so you can retain & attract the best talent

We live in a competitive environment and finding the best most dedicated people can be a challange. While salary is a key motivator other benefits can be equally as important. A retirement plan cannot be on auto pilot and left alone. You employees should also understand the benefits and value you give them by participating in the plan.

In addition, as the Plan Sponsor of a Qualified Retirement Plan,you have a Fiduciary Responsibility to make sure that the plan is operated in the Best Interest of the participants and their beneficiaries which includes current and former employees in the plan.

We help make this all easier and handle much of the work for you.

What we do

• Fiduciary Governance Support & Documentation
• Plan Design Analysis & Benchmarking
• Investment Selection Support and Monitoring
• Investment Policy Development & Support
• 3(21) and /or 3(38) Fiduciary Support
• Annual Performance Review with Investment Committee
• Vendor Search and Selection Support Process
• Plan Conversion Implementation Support
• Participation Education and Support
• Plan Audit Support
• Custom Asset Allocation Solutions
• Committee Fiduciary Education
• Provide ongoing education & Support to Participants
• Provide individual financial plans at no charge

Why work with us?

• We are completely independent
• We partner directly with you and have no conflicts of interest
• We help reduce your legal and financial risk
• We have no Sales Quotas to meet for a particular Company
• We increase efficiencies designed to result in increased participation for plan success.
• We always act as a Fiduciary