Running your employee retirement plan doesn’t have to be your second job

Our job is making sure you have the peace of mind that comes with a retirement plan that meets your needs.

  • Selecting and managing plan investments
  • Creating or maintaining the investment policy statement
  • Forming investment committee and meeting regularly

  • Plan design benchmarking, including tax deduction maximization
  • Managing fees and unnecessary costs
  • Complying with ERISA Section 404(c)
  • Plan testing and Form 5500 preparation
  • Conducting an annual client review
  • Monitoring regulatory updates

  • Access to our nationwide network of financial planners for help beyond retirement including:
    • Life events and goals
    • Estate planning
    • Insurance needs
    • Saving for college

*Available for an additional fee and contract direct with the employee.

  • Conducting 1-on-1 enrollment meetings with our retirement experts
  • Educational seminars and webinars
  • Newsletters and blogs