Servicing Start Up Plans and Existing Plan Conversions
- 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
- Profit Sharing
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.
Request a Proposal or a Complimentary Plan Diagnostic Report
Plan Diagnostic Report
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