WE ARE: RETIREMENT CONSULTANTS
Keeping hard-earned money in employees’ pockets.
Not large financial institutions’.
One client at a time.
OUR SERVICES
(An Overview)
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Investment Recommendations
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Performance Reporting
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Target Date Fund Analysis
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Efficient Share Class Review
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Preparation & Maintenance of:
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Investment Policy Statement
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Committee Charter
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Fiduciary Training
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Secure Fiduciary Filing System
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Etc.
Because we're independent, we have access to:
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25,000+ mutual funds
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30+ nationally recognized recordkeeping providers
Think possibilities.
Think alignment.
We educate clients' employees.
Our 4-Step Process Includes:
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Survey Employees
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Design Education Program
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Execute / Deliver (24 Months)
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Review Results, Repeat #1-3
We are Specialized. Our plan design consulting ensures each clients' retirement plan aligns with their specific goals & objectives.
Looking for more customization? We can also assist by modeling varying plan design features for client consideration.
As Retirement Specialists, we lead provider Request For Proposals:
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At the onset of every new client relationship, &
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Every two-three years thereafter.
Think Fiduciary Risk Mitigation.
Think Cost Savings.
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