Mitigate Risk

Every step of our fiduciary oversight program is carefully designed to help mitigate your risk as a plan sponsor when trying to demonstrate the required proper diligence in managing the plan and acting in the best interest of your employees.

Relieve Fiduciary Burden

Acting as fiduciary, we use our extensive knowledge and experience to help you relieve your burden as a plan sponsor and fulfill your fiduciary obligations through the implementation of best practices, due-diligence processes and documentation .

Improve Employee Success

We take the time to understand the needs and goals of your company and employees before we recommend any plan of action. Through plan design and communication strategies, we improve participant behavior and offer expert guidance to maximize their chance for successful retirement.

Reduce Costs

We are an independent, fee-only Registered Investment Advisory firm with no affiliation with nor incentive from any organization. Our detailed plan and investment expense analysis and provider negotiations often result in significant cost reductions to you and your plan participants.