Monthly Recap – January 2025
February 10, 2025
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month ...
Services for Institutions
We offer high-touch service, results-based participant education, and unbiased advice – all honed through decades of experience for qualified and non-qualified plans.
GROUP RETIREMENT PLANS
We measure success through our ability to help you and your participants succeed, and these efforts are supported by a dedicated group of retirement plan specialists who are passionate about making an impact on people’s retirement.
Comprehensive Education and Unbiased Guidance
Help participants achieve better retirement outcomes through education programs, including program development, meetings, communications management, and counseling. Provide unbiased financial support typically only available to wealthy families.
Investment Selection
Offer participants all-institutional investment line-ups, including target-risk and target-date funds, as well as index funds and collective trusts to help reduce costs.
Fiduciary Support and Customization
Ensure clients meet fiduciary obligations with a 3(38) discretionary investment management platform and provide governance consulting for plan sponsors. Tailored plans to meet the unique needs of all participants, including owners and senior leaders.
Cost Management and Savings
Our financial advisors help manage expenses for vendor services and provide fee benchmarking and fee analysis.
Let us focus on the complexities
We’re committed to keeping your organization protected and your participants on track.
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Buying Property Abroad: What You Need to Know
February 7, 2025
Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yours...
Move Fast and Break Things
February 4, 2025
Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January repr...
Should You Buy That Yacht in Retirement?
February 3, 2025
The third age of retirement: enjoying retirement. The call of the ocean. A lot of us hear it, bu...