We are passionate about not being just another 401(k) plan advisory company.
What sets us apart is our keen desire and ability to help our clients create the best 401(k) plan solution possible. We achieve this outcome when we can put ourselves in the shoes of a plan participant or plan sponsor and know personally they are in the best possible position for retirement plan success.
As an independent 401(k) plan advisory specializing in 401(k) plans, we leverage our expertise and extensive years of experience to always remain on the cutting edge of 401(k) plan best practices.
We help our clients understand and manage their fiduciary obligations through the implementation of prudent processes and services. We affirm our role as a discretionary or non-discretionary fiduciary in writing.
Prudent Investment Selection and Monitoring.
We provide a prudent process for selecting and monitoring your investments as required by ERISA. This process includes maintaining your Investment Policy Statement, utilizing our 11 point fiduciary scorecard, quarterly investment monitoring, and providing documentation.
We help our clients document that their fees are reasonable, as required by ERISA, by benchmarking their current fees to the market. We believe a key component to helping your employees reach their retirement goals is by ensuring that your 401(k) plan fees are commensurate with the services provided.
OPTIMAL PLAN DESIGN AND EFFECTIVENESS.
Our experience as 401(k) specialists provide us the insight to create optimal 401(k) plans for our clients.
PERSONALIZED EMPLOYEE EDUCATION.
It is important for your employees to understand the significance of saving for retirement and to be motivated to take action. Assisting your employees with individual retirement planning is the best way we know how to accomplish this.