• We partner with you to identify your top plan issues and develop unique, effective solutions that are tailored to your specific needs.
• We focus on reducing plan costs, decreasing fiduciary exposure, and increasing participant outcomes.
• We provide support with monthly plan monitoring and oversight on every aspect of your plan.
• We stay abreast of industry changes and changes in the regulatory environment, keeping you informed of relevant developments.
• We always work for the participant’s best interest while trying to increase participant outcomes.
• Our unique service model helps provide peace of mind: you will know that a firm with proper training and knowledge will be guiding you through the intricacies of your plan.

What we do for every client:

• Monthly monitoring of your plan
• Assistance in meeting all deadlines
• Reduce fiduciary exposure
• Streamline and simplify plan administration
• Monitor plan expenses
• Work to reduce plan costs
• Monitor plan investments
• We offer recommendations on underperforming investments
• Help increase participation rate
• Help increase participant saving rates
• Compliance oversight of all plan procedures
• Review all documents before you sign
• Problem resolution
• Unbiased – best interest recommendations

SPECIALIZING IN THE DESIGN IMPLEMENTATION, AND MONITORING OF THESE PLANS: