SERVICES

Corporate Retirement Plans

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A Retirement Plan Adviser Working for Your Company's AND your Employee's Best Interests.

Servicing Start Up Plans and Existing Plan Conversions 

Our Advantages

  • Fiduciary support.

  • Transparent fee model.

  • Non- Biased Investment Menu Recommendations.

  • True open architecture plan design and investment line ups.

  • Plan design and maintenance support.

  • Investment committee training and meeting organization.

  • We receive no commissions from investment companies or plan providers

Types Of Plans We Service

  • 401(k)

  • 403(b)

  • 457

  • Profit Sharing

Our Investment Selection:

  • Through a true open architecture we have the ability to select from a wide universe of Mutual Funds and ETFs (Exchange Traded Funds).

  • Through our proprietary process we select quality mix of mutual funds and ETFs, and review these selections on a quarterly basis.

  • We can offer your participants pre-designed portfolio models with preselected investments to fit their different risk tolerances and time frames.

  • We will never select or recommend annuities or insurance products for our retirement plan clients.

Our Services to Your Employees

  • We offer employee retirement savings education programs.

  • Ability to give participants direct retirement advice.

  • Can work with participants on rollover education and advice.

  • We provide a participant many recourses that range from detailed plan website instructions to personal investment risk profiles with allocation recommendations.

  • We offer to meet with ALL participants at least once a year.

  • Employees can access our participant center web page with resources on retirement savings and investments.

  • Employees can contact us directly with questions.

Five people collaborating in a modern office environment, using laptops and writing on paper at a large wooden table with plants and mugs.

Request a Proposal or a Complimentary Plan Diagnostic Report