Broker Check

Services

We have provided corporate retirement planning for more than 30 years for small to mid-size plan sponsors, and our services go beyond basic administrative functions. We offer:

  • Onsite employee enrollment seminars
  • Ongoing employee education meetings
  • Objective evaluation of investment options
  • Experienced plan design (assistance or education)
  • Dedicated due diligence and investment monitoring
  • Highly competitive 401(k) plan providers

Our goal is to produce favorable outcomes for your plan participants. To achieve this objective, we will assist you in coordinating the diverse components of a successful retirement plan.

Investment Policy Statement (IPS)

We help implement an IPS that guides your plan’s fiduciary in engaging in the prudent process required by ERISA.

Investment Selections

We recommend a custom list of appropriate investment options tailored to the needs of your plan participants.

Participant Education

We assess your employees to determine their level of financial knowledge and then develop a customized program to enhance their understanding.

Performance Monitoring

We monitor investments in relation to the criteria specified in your IPS or other written guidelines.