Is your 401(k) retirement plan a source of stress, underperforming due to unnecessary costs and poor investment choices, or not meeting your overall goals?
Our goal is to always exceed your expectations as we serve the retirement needs of you and your employees. Our plans not only save you time and money, but they help you and your team make informed financial decisions.
Take a look below at all of the value and services you may receive when you work with our team.
Plan Design & Vendor Oversight
The right plan design can mean the ability to set aside more for retirement and reduce your time and expense in running a plan. Choosing the right vendors can save thousands of dollars and reduce overhead.
Governance & Compliance
Running a compliant plan takes time and experience. Let our team ensure you are doing the best to avoid a DOL audit.
Employee Education and Communication
Your employees deserve support and access to experienced professionals. We can help.
Comprehensive Investment Support
Today’s modern 401(k)s have access to hundreds of lower cost options. We will make sure you are utilizing the best options for you and your employees.
In-person Investment Committee meeting
We offer a complimentary, no-obligation review of your current retirement plan.
In your review, we will analyze the overall cost to run your plan and evaluate whether or not your costs can be reduced if they are too high.
Additionally, our plan review will look at how your plan investments are performing in today’s volatile market.
You will receive an objective third party report that can identify poor performing fund choices and offer alternatives that may increase your plan’s investment performance.
These services may satisfy your fiduciary responsibility to review costs on a regular basis and will help you to document your file in case you face an audit.