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Helping Business Owners

My team and I are passionate about designing a retirement plan that takes into account the needs of both your organization and your workforce. We adhere to a high fiduciary standard of care while seeking to help you offer a tailored mix of investment options, education and personalized counseling to your employees as they pursue their retirement goals.

1

Plan Operations

  • ​Plan design + enhancement

  • Turnkey implementation

  • Plan and participant reporting

  • Plan benchmarking

  • Auto enrollment and auto increase features available

  • Pre-tax and after-tax (Roth) salary deferrals

  • Plan Sponsor Training

2

Fiduciary & Compliance

  • Investment committee support

  • ERISA and non-ERISA support

  • Investment selection and monitoring

  • Investment Policy Statement formation and review

  • Fiduciary Training and regulatory updates

  • Quarterly meetings, updates, and reports

  • Legislative updates

3

Employee Experience

  • Group education workshops

  • One-on-one Meetings

  • Quarterly Newsletters

  • Year-round communication

  • Videos, blogs, checklists, and calculators

  • Range of cost-effective investment options

  • Online enrollment experience

  • Virtual meetings

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