We work with organizations to design retirement plans that support their overarching corporate and human resource objectives. We work with these same organizations to identify the retirement plan vendors – recordkeepers, investment firms, technology providers – that best fit their needs, goals and objectives and we oversee the service providers to assure the clients are getting the value we expect.
As a retirement plan advisor, we think from the perspective of the retirement plan participants. Companies are required to act as fiduciaries when making decisions about their organization’s retirement plans – retirement plan fiduciaries must act in the best interest of the retirement plan participants. For these reasons, we have a 20-year history of providing the highest quality education and investment services to retirement plan participants.
