With more than 100 years of combined experience, our team’s expertise and knowledge of the retirement plan landscape allow us to manage all aspects of your retirement plan. We keep our clients informed of relevant changes to rules and regulations, assist in managing fiduciary liability and provide support in navigating the complexities of the retirement plan. We help our clients untangle complicated fee structures and provide a crystal clear understanding of how the various entities servicing the plan are being paid. We are commission-free and not beholden to any fund or insurance company – putting us on the same side of the table as our clients.

We act as an extension of your HR Department by leading the management of your retirement plan, alleviating the resource drain on your HR team and freeing your team to focus on other areas of employee benefits and relations. Our team assists in matching plan sponsors with the record keepers best suited to meet their goals and service needs. Our plan sponsor clients and their employees’ outcomes are important to us and are measured to ensure both groups are on track to meet their goals. Helping your employees understand personal finance topics is one of our greatest strengths. In addition to tailoring employee education materials to your retirement plan, we also have a robust suite of other topics to help your employees navigate their financial lives.