Between evaluating providers, monitoring investment options, keeping up with compliance requirements, and making sure that your plan actually prepares employees for a successful retirement, managing your plan properly takes a lot of time, energy and expertise. You may not have that.
But we do.
Our approach maximizes administrative efficiency and makes the most of your data to ensure that your plan is really getting the job done.
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Most retirement plan advisors focus solely on “three Fs” — fees, funds and fiduciary guidance. We strive for one more: efficacy. Our team examines all aspects of plan administration, digging deep into plan data to unearth every opportunity to improve efficiency. Our goal: get all participants to the retirement finish line as painlessly as possible.
Our firm was an early champion of fee transparency in our industry. We always state our management fees up front and clearly identify them in every statement.
As a fully independent advisor, we don’t receive any financial incentives from specific funds. So we always base investment decisions on the interests of our clients, not the size of our commissions.
We will serve as 3(21) or 3(38) fiduciary, depending on plan needs. In either case, we will work side-by-side with your team to ensure proper governance and protect your company from liability.
There’s no pot of gold at the end of the rainbow. Our innovative approach to participant education teaches employees to fill their own pot of gold over time.
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The journey to retirement is a long one. To get participants excited about the road ahead, we create custom enrollment events that people actually want to attend. From theme parties to outdoor picnics, these unique group gatherings are proven to engage more participants and get the retirement conversation started.
After enrollment, participants can count on us for individualized guidance that removes the guesswork. Together, we’ll figure out how much they need to support the life they want in retirement, and develop a long-term savings plan that accommodates their lifestyle right now.
To help participants fully understand the principles behind successful retirement planning and take control over their future, we empower them with the same information we use and learn from. Equipped with this knowledge, participants can make smarter financial decisions and stay on track to their retirement goals.