With more than 20 years of experience offering retirement plan services, we are a rarity in the industry. But it is not just our longtime expertise that distinguishes us—it is our people. We provide a high-touch service and an attention to detail that help us stand out from other providers.

 
 

Services

We work with you to design and implement retirement plans to meet your needs and the needs of your employees. We emphasize low-cost, broadly diversified portfolios designed to capture the return premiums of the markets. Our services include:

Consulting

We offer a personalized approach to plan consulting, implementing a service package to meet your company’s needs. Our consultants have decades of experience and are certified through the American Society of Pension Professionals and Actuaries and the American Academy of Actuaries.

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Administration

We are your plan’s quality assurance manager, providing proactive administrative services to protect you, the employer, and help ensure your plan obligations are met. You will meet regularly with your consultant to help make sure that your plan’s administration remains on track.

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Advisory Services

When you work with us, you will enjoy a true portfolio management strategy that includes low-cost institutional funds, a global strategy focused on risk management, and a disciplined perspective through the ups and downs of the market. We work in the capacity of a 3(21) and a 3(38) ERISA fiduciary for our retirement plan clients.

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Participant Services

The key to success for your plan participant is education. We help accomplish this through regular employee meetings, which can be followed up with one-on-one meetings. We are also available to act as each participant’s personal financial advisor, at no additional cost to them.