Our goal is to create successful retirement plan experiences for Plan Sponsors and Participants.
With many years of experience in corporate retirement plans, we serve as your company’s advocate – helping you to connect your goals with the resources you need to accomplish them. Our approach is based on a business model supported by three core pillars: Simplicity, Focus and Balance.
Once your plan is implemented, we monitor it regularly to make sure it continues to meet your company’s goals and objectives over time.
Our Retirement Plan Diagnostic™ is conducted at the outset of our relationship and then, on a regular basis, to determine if there are opportunities for cost savings or program enhancements. This allows us to identify strategies and elements that may have been overlooked or not kept current.
We use a six-step process to help Plan Sponsors bridge the gap between planning and execution. Whether you are seeking cost-effective ways to offer attractive retirement plans to your employees and executives, or wish to optimize your plan’s management and performance, we provide a disciplined approach and employ unique analytical tools to connect your goals to results.
We help you to define your organization’s benefit plan and investment objectives, and review your existing program using our Retirement Plan Diagnostic.
Our Fiduciary Shield™ is designed to provide guidance and tools to reduce your exposure to fiduciary liability.
CFOs, CEOs, Presidents and other fiduciaries have personal liability for assets in the company’s retirement plan. The following chart illustrates just a few of the fiduciary considerations required of plan sponsors under ERISA 408(b)(2) and 404(a)(5). To help you comply with these and other ERISA rules, we created The Fiduciary Shield™ guidance and tools as a means to help you reduce your exposure to fiduciary liability.