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We Offer Retirement Plans

  • Retirement Plan Design Support – monitor key plan-level success metrics; select, monitor, and evaluate plan investment options and performance; analyze fees and expenses; establish investment policy statement.
  • Investment Management – 3(21) Co-Fiduciary; 3(38) Fiduciary; Model Portfolio Services.
  • Plan Benchmarking – your plan against industry/peers to assess ERISA compliance, investments, plan design, fees and participation insights.
  • Employee Engagement – various types of education meetings to help maximize employee understanding, utilization, and appreciation of benefits.
  • Benefits Program Design Support – helping you choose solutions such as benefits administration, payroll, retirement plan recordkeeping, investment management and financial wellness that will effectively meet employee and organization requirements and objectives.
  • Vendor Management Support – engaging with existing partners offering support and problem resolution when needed, reviewing key program features, and keeping you up to date on developments/trends to offer the most attractive programs cost effectively.

Statement of Qualifications and Services


Retirement Plan Educational Resources

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