Redefining Retirement Plans

Driven by the pursuit of promoting change, you will find our retirement planning process to be simplified, transparent, and well-received by your employees. Our dedicated approach is designed to reduce the level of fiduciary risk that naturally comes with starting a corporate retirement plan and also to further increase the level of financial literacy within your workplace environment.

plan design & implementation

Creating the optimal corporate retirement plan starts with having a deeper understanding of your company’s culture.

The essential aspects of a corporate retirement plan include understanding its projected costs, the type of integration functions you can expect, and the features you would like to see incorporated.

Our areas of focus:

• 401(k)

• 403(b)

• 457 Governmental

• Profit-Sharing

• Employee Stock Ownership Plans (ESOP)

• Defined Benefit Plans

• Executive Benefits/Non-Qualified Plans

investment selection & monitoring

A retirement plan’s investment options are not a “set it and forget it” feature. As investment companies and market conditions change, we work to update your investment fund line-up to ensure it’s meeting the demands of your workforce.

Our process of fund selection is balanced, objective, and independent. As our client, you can expect that our advice promotes only your best interest, not ours. We sit on the same side of the table as you and your employees.

You will not see us defaulting to just the lowest cost option available because we understand that the most economical cost solution isn’t necessarily the best solution. Running a successful retirement plan is just like running your successful company-you don’t cut corners and fill it with only the cheapest options.

Our investment selection and monitoring process goes beyond cost. We factor in other objective areas of consideration that are often overlooked by less adept advisors such as investment company strength, performance, and future outlook.

analysis, benchmark & modernization

For companies with an existing retirement plan, we will review with you what is working, what needs to be improved and educate you on the fiduciary liabilities that can be mitigated. At that point, we’ll collaborate with you on crafting an optimized retirement plan.

Our process will help you determine whether you are overpaying for the services you are receiving and whether you are on par with the national averages concerning fees, performance, and retirement readiness.

If you have not had your plan benchmarked for improvements within the last few years you most likely are overpaying and taking on additional fiduciary liabilities. Our no-cost analysis will, at the very least, better educate you on how your plan could be running if optimized correctly. More information →