Our in-depth, needs based plan consulting involves reviewing plan design to meet the needs of employees and the organization. We cover ongoing monitoring of plan, benchmarking of fees and evaluation of plan strategies.
Face-to-face meetings are important in order to help employees understand and get the most out of the benefits being offered to them. This is why we offer to meet with employees in various settings from group and one-on-one meetings, to webinars focused on helping to educate and inform employees of their options when it comes to saving for retirement.
Through our strategic partners, we can provide fiduciary services to reduce employer liability.
We have established relationships with several record keepers and third party administrators (TPAs) to provide assistance with most types of retirement plans.Schedule a Comprehensive Plan and Evaluation