Corporate Retirement Plans

A Retirement Plan Adviser Working for Your Company's AND your Employee's Best Interests.

Servicing Start Up Plans and Existing Plan Conversions 


Our Advantages

  • Fiduciary support.
  • Transparent fee model.
  • Non- Biased Investment Menu Recommendations.
  • True open architecture plan design and investment line ups.
  • Plan design and maintenance support.
  • Investment committee training and meeting organization.
  • We receive no commissions from investment companies or plan providers

 

Types Of Plans We Service

  • 401(k)
  • 403(b)
  • 457
  • Profit Sharing
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Our Investment Selection:

  • Through a true open architecture we have the ability to select from a wide universe of Mutual Funds and ETFs (Exchange Traded Funds). 
  • Trough our proprietary process we select quality mix of mutual funds and ETFs, and review these selections on a quarterly basis.
  • We can offer your participants pre-designed portfolio models with preselected investments to fit their different risk tolerances and time frames.
  • We will never select or recommend annuities or insurance products for our retirement plan clients.

Our Services to Your Employees

  • We offer employee retirement savings education programs.
  • Ability to give participants direct retirement advice.
  • Can work with participants on rollover education and advice.
  • We provide a participant many recourses that range from detailed plan website instructions to personal investment risk profiles with allocation recommendations.
  • We offer to meet with ALL participants at least once a year.
  • Employees can access our participant center web page with resources on retirement savings and investments.
  • Employees can contact us directly with questions.
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Request a Proposal or a Complimentary Plan Diagnostic Report

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Plan Diagnostic Report

Request a Proposal