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Benefit from ongoing consultation

We work with you to design a retirement plan that matches your company goals and aligns with a well-respected plan provider. We manage the provider selection process, and revisit your plan regularly to help ensure that it reflects any legislative and regulatory changes as well as continues to meet your company objectives.

Monitor investment due diligence 

Investment options are a significant and complex component of a retirement strategy. We help you develop, adopt, and reevaluate your investment policy statement so that you can prudently evaluate, select, monitor, and adjust your plan investment options.We integrate your investment policy statement with our quarterly performance monitoring reports to help ensure ERISA and document compliance. 

Educate your employees

To help your employees understand the benefits of the plan and how to navigate their investment options, we provide ongoing education and information. We help you draft employee communications as well as conduct on-site enrollment and investment education meetings. Your employees also have the opportunity to meet with us to discuss their retirement accounts.

Protect yourself from liability

From plan design to provider selection, from investment analysis to employee communications, our solutions help protect you from corporate and personal financial liability while helping your employees plan better for retirement.