Helping organizations of all kinds and sizes benchmark, implement and manage their retirement plans is core to our business. While 401(k)s predominate, we also manage plans for nonprofits, higher education, municipalities, as well as small-business owners and corporate America.
Our robust value proposition enables us to become co-fiduciaries under ERISA–and we will put that in writing. We focus our attention in a variety of areas. Our investment consultants use sophisticated data analytics to empower plan participants to be ready for retirement. Fidicuiary risk management, operational compliance, as well as professional employee education and communications are critical aspects of all of our engagements. Vendor oversight and management simplifies the administrative role for plan sponsors. We aggressively negotiate fees and act as your liason and advocate ensuring a desired outcome in all matters.