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Plan Sponsor Services

If I Only Had More Time.

We hear that from business owners all the time – pun intended!

Running your successful business is a full-time job. How can you possibly add the duties of plan sponsor and fiduciary to your responsibilities? That’s why we’re here.

By leveraging our comprehensive service approach we have helped numerous plan sponsors meet their fiduciary obligations by assisting with designing retirement plans that meet theirs and their employees retirement goals.

A Sample of Our Service Offering includes:

  • Plan Design and Implementation
  • Fiduciary Services: 3(21) and Managed Accounts
  • Introduce 3(38) services managed by a third party
  • Assist with Fund Manager and Investment Strategy Due Diligence
  • Integrated Benchmarking and RFP Reports
  • Syncing Plan-Level Information from Provider to Your Portal
  • Target Date Fund Selection Process
  • Employee Financial Wellness Programs
  • Regularly Scheduled Education Sessions
  • Enrollment Guidance
  • Retirement Counseling and Individual Financial Planning
  • Provider Website

Small Plan, Mid-Size Plan, Large Plan To us it doesn’t matter.

Regardless of the size of your retirement plan we will stand with you following the fiduciary process, providing independent investment guidance and unbiased solutions with yours and your employees best interest in mind. Give us a call today 918-