Retirement Plan Sponsors
We offer a full range of services, from fiduciary oversight to plan conversion, all provided on a fixed fee-only basis.
Objective and Independent
As an ERISA Plan Fiduciary, our goals are aligned with yours. We have no affiliations with financial service firms and accept no soft dollar compensation.
Expertise in Plan Design
We are well-versed in various retirement plan designs and administration features, advocating for automatic enrollment and equity-based investment portfolios.
Comprehensive Review and Analysis
Our services include plan design assessment, benchmarking to industry peers, and a thorough review of plan administration and compliance.
Investment Structure and Manager Selection
We offer a detailed analysis of your current investment lineup compared to best practices, along with manager selection services.
Total Plan Expense Analysis
We provide a comprehensive analysis of plan expenses, comparing employer-paid vs. employee-paid costs and benchmarking to peer groups.
Communication and Education
We assess the effectiveness of your current communication strategies and offer improvements based on industry best practices.