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As experienced, ERISA-savvy advisors we offer all the services you would expect from a retirement plan expert but with an important difference - independence. We are impartial, unbiased and vendor-agnostic. Our contract is directly and only with our clients, NOT with an insurance company or other financial institution and we are NOT brokers.
As you are aware, selecting the right plan for your organization is critical to its success. Fortunately, the retirement plan marketplace offers a vast spectrum of cost effective and innovative solutions - if you know where to look. We work with clients who have insurance based plans, Vanguard and Fidelity plans, Open Architecture plans, TIAA-CREF plans and many other vendors. Identifying the optimal solution for your unique organization is a hallmark of a good advisor.
How effectively your plan is managed is just as important. We act as a co-fiduciary to our client's plans and coordinate for our clients the many activities and responsibilities that are "mission critical" to a successful plan. All are completed with a focus on the highest standards of fiduciary management.