Broker Check

Retirement Planning 

We combine our experienced advisors with leading edge technology to serve the small to mid-sized retirement plan market ($2,000,000 - $60,000,000).

We work closely with plan trustees to construct an Investment Policy Statement that establishes guidelines and procedures to shield plan trustees and administrators against fiduciary liability.

Our fiduciary agreement empowers us to discharge our fiduciary responsibilities unencumbered, thus reducing personal liability to the plan sponsor and trustee.

We work with plan vendors on your behalf to document and disclose all investment-related fees and revenue sharing arrangements in your plan, ensuring that trustees know exactly how much the plan service providers are being paid and what services are being paid for.

Our clients are provided with:

  • Complete fee transparency
  • Quarterly investment benchmarking analysis
  • Annual fiduciary review
  • Customized employee education