We have been working with companies for over 20 years helping them establish, review and monitor their retirement plans. Our goal is to create successful retirement plan outcomes for plan sponsors and plan participants that meet their unique objectives. We work closely with plan sponsors addressing the many significant issues they face including complying with retirement plan regulations and managing risk, adhering to fiduciary responsibilities, managing plan fees, offering competitive funds and preparing participants to retire when you need them to retire. Given that the regulatory landscape is complex, it is that much more important that employers partner with a firm that has the knowledge, resources and process developed to deliver the best possible retirement plan solution. Our independence and expertise have enabled us to do just that with our clients.
If you answered "No" to any of these questions, it might be time to review your Plan.
For over 20 years, we have helped corporate plan sponsors establish, review and monitor their retirement plans. Our goal is to create successful retirement plan outcomes for plan sponsors and plan participants that meet their unique objectives.
We provide guidance on the many significant issues they face including:
Given the complex regulatory landscape, it is critical that employers partner with a firm that has the knowledge, resources and process developed to deliver the best possible retirement plan solution. Our independence and expertise have enabled us to do just that with our clients
A unique advantage in our practice is our access to a national depth of resources through membership in the Retirement Plan Advisory Group ("RPAG"), a well-established alliance of over 900 accomplished plan advisors with roughly $150 billion in defined contribution invested assets. As a member, we are backed by an extensive team of retirement plan experts and are able to leverage the premier technology and resources available through the RPAG platform to provide the very best tailored solutions for our clients.
Below is our comprehensive Evaluation & Monitoring Process designed to address all of the most important issues you are responsible for as a Plan Sponsor.
We perform plan design assessments that strive to increase an employer’s benefits return on investment (ROI) while striving to enhance participant retirement outcomes.
We provide a proprietary fund ranking system that aims to enhance outcomes, manage risks and reduce fiduciary exposure.
RFP driven process to ensure apple-to-apple comparisons and to help maximize a plan’s negotiating leverage.
Advanced risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan.
We help you navigate the ever-changing and complex legal and fiduciary compliance landscape, keeping you abreast of regulatory and legislative changes and assist with your annual, IRS and DOL audits.
Highly customized plan participant content structured to help optimize outcomes and increase participant’s financial wellness.
Comprehensive and ongoing fiduciary guidance, training and support to mitigate potential liabilities. We utilize our online, cloud-based file storage system that provides 24/7 access to all of your important fiduciary documents.
Managing all plan partners to ensure plan continuity and documenting the prudent plan level processes. Proper documentation is a must for plan fiduciaries. Our best practices will help make sure your i’s are dotted and your t’s are crossed.
Proper documentation is a critical step in the fiduciary process. Thorough our affiliation with RPAG, we provide our corporate plan sponsor clients with access to the online Fiduciary Briefcase, a resource that includes sample documents to help reduce fiduciary liability when managing a retirement plan. It can be customized over time to serve as a depository for important plan documents and reports for the client company.
Some of the platform's resources include: