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Retirement Plans for Businesses

We make business owners look good. 

It's simple. Retirement plans help retain employees. 

Let us do the heavy lifting.

Administering effective and compliant retirement plans can quickly drain your two most important commodities, time and money.  

Business owners can unknowingly place legal liability upon themselves or the company if they don't manage the plan correctly.

We alleviate those pain points by doing everything for you at a fraction of the cost, so you can focus your time and money on growing your business. 

Clients can engage us in several different capacities ranging from a retirement plan consultant to acting as a fiduciary or co-fiduciary with investment oversight. 

What sets us apart: We transparently and routinely benchmark the hard and soft-dollar costs in your plan, including expenses from fund managers, third-party administrators, record-keepers, advisers, etc. to make sure you are getting the fairest pricing and the best service offering available. 

Discussion Points

Retirement plan services

Plan Management

Our Plan Management assessment will review costs from Record-keepers, Third-Party Administrators (TPA), Advisory fees, expense ratios, and any hidden fees you may have. We’ll also take a deep dive into your responsibilities as a plan Fiduciary and how your plan design could be tweaked to create better outcomes. LEARN MORE.

Investment Management

In our in-depth review of your investments will go beyond “stocks and bonds” discussion. We’ll help your company create an Investment Committee, Investment Policy Statement, review Target Date Funds, create “Watch Lists”, and risk metrics associated with plan funds. LEARN MORE.     

Participant Services

Our goal is to make sure we’re not just educating but enforcing behavior modification. Team members who are no longer stressed about their personal finances are more likely to stay focused at work, creating an increase in productivity. Companies also experience higher morale and loyalty and less turnover. LEARN MORE.