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Qualified Retirement Planning

Fiduciary Support

Our team approaches client services with a fiduciary mindset. As we do not use any proprietary products, our support is based solely on the objectives and needs of the plan, its participants and beneficiaries.

Investment Support

We independently evaluate and monitor the plan’s investment options considering a variety of quantitative and qualitative criteria serving in a fiduciary capacity.

Plan Management

We assist plan sponsors in plan design features, comparing and selecting plan providers, and reviewing plan objectives including plan participation, deferral rates, and ultimately plan success.

Participant Communication

We develop employee education programs and provide general asset allocation models and information to assist employees regarding the plan and investing for retirement.

Compliance Assistance

We house all compliance documents in a secure cloud-based platform, so they are easily accessible to you whenever and wherever you need them. We provide regulatory and legislative updates, assisting plan sponsors with their governance duties, including adherence to the plan document, Section 404(c) of ERISA, and “best-practices” risk management.