EMPLOYER-SPONSORED
RETIREMENT PLANS

You and your employees are concerned about retirement. Our employer-sponsored retirement plan services aim to simplify your responsibilities by acting as a single point of contact and as your 3(38) fiduciary. After an initial plan evaluation, we can help you with plan design, investment selection, plan administration and ongoing employee education.

Offering your employees an employer-sponsored retirement plan helps attract the brightest and the best, as well as retain key employees. For many business owners, it also provides a much needed solution for their own retirement needs and future financial security.

 

 

FIDUCIARY SOLUTIONS

 

We hold your interests above all else.

We offer advice and assistance as an ERISA 3(38) investment adviser.

We evaluate and act as a liaison to third party administrators (TPAs).

We relieve plan sponsors of some of their ERISA 3(16) fiduciary services.

We recommend an investment platform that meets ERISA Section 404(c) requirements.

 

Additional Services:

  • Objective Recommendations and Full Disclosure of Fees.
  • Fee-only Federally Registered Investment Adviser.
  • Access to Numerous Institutional Mutual Funds and Exchange Traded Funds (ETFs).
  • Complimentary Competitive Analysis of Your Current Employer-Sponsored Retirement Plan.

 

 

Let's set up a meeting to talk about your employer-sponsored retirement plan needs.