“We help businesses and nonprofits put in place and maintain a retirement plan that will effectively prepare employees for retirement, help attract and retain key employees and reduce overall plan costs and fiduciary risks.”
What We Do & How We Do It
What We Do
Attract & Retain Key Employees
Finding and keeping great employees tops the to-do list of most of the successful companies.
We evaluate, search for and then manage a corporate retirement plan that top tier employees expect.
Prepare Key Employees for Retirement
We continuously work with your employees one-on-one to make sure they:
Reduce Plan Costs
We are a small business too, and we know that cash flow is the lifeblood of any organization. We relentlessly work to monitor, benchmark and lower your retirement plan costs. When the dust settles, our clients typically pay 40% less than they paid before they engaged us. Here is how we do it:
Reduce Fiduciary Risks
As independent, fiduciary advisors, we assume legal risk with you for the retirement plan and continuously work to lower that exposure.
How We Do It
Evaluate Your Current Plan
We offer a free, no-risk, executive summary. Provide us with some basic information regarding your current plan and we will provide you with a quick, concise, report summarizing fees, investments and the service quality of your current vendors.
Search for the Best Fit
Continue the conversation with us, so we can understand your company’s unique needs and challenges and then, based on that information, pair you with the most appropriate retirement plan vendor. We handle all the coordination and run the search process. You just pick the winner.
Retain us for on-going plan management. We focus on the plan, while you focus on your business. We evaluate, search for and then manage a corporate retirement plan that top tier employees expect.
Then we continuously work with your employees one-on-one to make sure they are saving enough, investing wisely and taking advantage of on-going financial education.