Our Steps Involve:

Advisory Services – Educating clients to understand their fiduciary obligations and navigate company savings plans.

Design Assistance and Consulting – Conducting a comprehensive analysis of your current plan and offering a comparative analysis of suitable solutions available to your company. Thereafter, we will develop investment committee best practices and protocols, and assist with investment selection and monitoring, as well as a review of the Qualified Default Investment Alternative (QDIA). We also provide you access to a national network of qualified investment advisors when selecting funds and fee benchmarking and analysis.

Implementation – We enable your employees to optimize their benefits via comprehensive education and communication programs that help keep them on the right track. As advisors, we also offer educational and financial planning services that address any concerns they may have.

Plan Support – Providing systematic, ongoing review and measurement of success at both the participant and plan levels.

These services are for plan sponsor use only, and not for participants or the general public. This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.