We guide your financial journey, so you can confidently enjoy life today.
• 3(21) or 3(38) fiduciary advisor
• Fee-only Registered Investment Advisor
403(b) | 401(k) | SEPs | and more
Fiduciary Governance Services:
Vendor Liaison/Review & Cost Benchmarking
• Annual fee and services benchmarking of all retirement plan vendors
• Full RFP Services
Investment Monitoring & Management
• Six Risk-based model portfolios managed by Statherós Financial Solutions
• Low cost Target Date Funds
• Hand selected and monitored investment lineup
• Investment Policy Statement
Participant Education, Advice & Engagement
• On-site employee education and engagement meetings
• One-to-One on-site participant advice meetings
• Designated Advisor Representative
Fiduciary Training & Oversight
• Annual fiduciary training of Plan Sponsor responsibilities
• Plan Sponsor legislation and ERISA updates
Trustee Reviews
• Annual on-site Trustee Review with Plan Sponsor and/or Investment Committee
• Comprehensive overview of plan health and strategy recommendations
