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Enter your email to receive our newsletter:We are a team of retirement plan experts with a unique perspective that comes from more than 40 years of combined experience working for the leading providers of retirement plan services. We have assisted over 500 employers with driving measurable improvements across all aspects of their retirement plans.
As fee-based advisors, we are fiduciaries to your plan and are held to the highest ethical standards of ERISA and the SEC. Most importantly, we do not have any self-serving conflicts of interest because we do not sell any investment products and have no affiliations with any financial institutions.
Because of this, we provide unbiased consulting and advisory services to our clients that help reduce fiduciary risk and cost while improving overall plan success through a documented and defendable prudent process.
- How We Help Employers
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Employers realize they need help fulfilling their fiduciary duties. Although their fiduciary role subjects them to personal financial risk, they may not have the time or expertise to fulfill all their requirements under ERISA.
We provide research and advice that delivers measurable results. This includes a wide range of services, including:
- Performance analysis, reporting & advice
- Recordkeeper capabilities & expense evaluation
- Fiduciary education, training & ongoing updates
- Employee education strategies & best practices
- Defined Contribution Plans
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In today's complex financial environment, employers face a variety of challenges in managing their DC Plans due to the changing landscape of regulatory requirements, investment options and service providers' capabilities. These plans are complex and demand a high level of specialized knowledge and technical expertise to understand:
- How to reduce fiduciary risk & total plan expenses
- What's needed to improve overall plan performance
- Why a fiduciary governance oversight structure can help
- Investment due diligence best practices
- Defined Benefit Plans
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The recent economic downturn and new regulatory requirements have created new challenges for Defined Benefit Plans. Asset allocation policy is one the most important decisions facing fiduciaries. We provide DB Plans with a wide range of consulting and advisory services, including:
- Asset allocation and funding liability analysis
- Evaluation & monitoring of investment managers
- Comprehensive oversight & benchmarking of recordkeepers
Investment Knowledge Center
New methods of evaluating risk and total performance are necessary to help retirement plan fiduciaries fulfill their investment due diligence.
In today's complex financial environment, investors face a variety of challenges in selecting and overseeing their investment managers.
Evaluate Your Advisor
The DOL and SEC require consultants and advisors to provide written disclosure of fees for services provided and fully disclose potential conflicts of interest...
Trends & Hot Topics
2010 looks to be a year filled with change for retirement plan sponsors.