Most plan sponsors don't realize the amount of liability they have. We serve you as a 3(38) fiduciary, accepting the liability from you for plan investments. We help you satisfy your obligations, including IPS, due diligence reports, menu selection and plan design.
We also assist you with provider selection, Fidelity bonding, and more to make sure your program is efficient and compliant.
plan participant services
For your employees...
Our service includes quarterly on-site participant education. We cover topics like retirement planning, investing, tax, credit and buying a home.
Employees also receive complimentary financial plans with an advisor and access to online planning software.
Our advisors and CPAs make sure your employees get the most out of your retirement plan program, and most importantly that they achieve positive financial outcomes.