Help your people retire on their terms.
We show business owners how to help their employees accomplish this through the creative and cost-effective use of a retirement plan.
As part of this process, we offer a fiduciary oversight program that delivers protection and ensures excellence in plan management through independent governance and monitoring.
As fiduciaries, we will:
DESIGN
A PLAN
Whether it’s creating a plan from scratch or evaluating your current plan, we will identify and structure appropriate investment options based on our careful understanding of your organization’s goals.
Perform
due diligence
This involves continuously reviewing plan objectives and providers, as well as quarterly assessment of investment manager or portfolio returns.
Prepare
comprehensive reports
To satisfy your fiduciary obligations, we will assist with the necessary documentation regarding the selection of plan investments and their ongoing monitoring.
BENCHMARK
THE PLAN
We will conduct periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.
PROVIDE
PARTICIPANT ADVICE
We answer your employees’ important questions about retirement saving and investing. Our one-on-one engagement extends beyond general advice—it is participant-specific and encompasses risk analysis, portfolio recommendations and planning.
IMPLEMENT
FIDUCIARY TRAINING
Our fiduciary training enables us to provide plan trustees with periodic updates on issues and developments related to your retirement plan, as well as best practices for retirement plan committee members.
*Investing involves risk, including possible loss of principal.
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