We develop a multi-year strategic plan for your 401(k) or 403(b) plan, identifying key objectives and results to target so that you can measure our collective success.
You can formally appoint us as your retirement committee chair to lead and train your committee and facilitate your fiduciary oversight process.
We verify your plan fees are right-sized, transparent, and the marketplace is treating you and your people fairly. We negotiate on your behalf when fees are misaligned.
We ensure your employees have access to the resources they need to improve financial wellness and financial well-being.
We serve as both an ERISA 3(21) and ERISA 3(38) fiduciary based on your organization's risk management goals and objectives.
We help you develop your investment policy statement (IPS), optimize your fund lineup, select your qualified default investment alternative (QDIA) and provide quarterly updates.
We hold your vendors accountable to ensure they are keeping their promises and following through on their commitments so you don't have to.
We make sure your plan is aligned with evidence-based research and proven strategies to increase participation and deferral rates.
Offering a great retirement plan to your employees while navigating the rapidly-changing fiduciary landscape has never been more difficult. That’s why companies who want to provide retirement security to their people while gaining the confidence they’re on a solid fiduciary footing turn to us. Led by one of the retirement industry's most well-respected experts, industry-leading tools, and innovative methodologies that provide comprehensive fiduciary oversight, we focus on helping you solve today’s problems while staying ahead of the curve on tomorrow’s issues. Have questions or want to explore your possibilities? Contact us to schedule a short discovery call.
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