What we offer

When employees are stressed about their finances, it inhibits their ability to perform to the best of their ability. We believe everyone deserves access to financial education, but often, employees are left to figure things out on their own. As a benefit to our clients and their employees, we offer a robust, personalized financial education program that every employee has access to.

Your employees need access to a wide range of suitable investments, and you need to have a documented process for selecting and monitoring those investments. But the world of investments is extremely complex and difficult to navigate. Leverage our experience and expertise to help you manage all aspects of the investment process, and ensure you have what you need to help your employees prepare for the future.

There are thousands of 401(k) providers to choose from, but not all providers are the same. Just as we specialize in 401(k) planning, there are providers whose core business model centers around corporate retirement plans. We help you identify and select a suitable provider based on your specific company demographics, wants, and needs.

401(k) plans have stringent requirements for those companies who make the decision to offer that benefit to their employees. Often, employers aren’t aware of their fiduciary responsibilities, their potential liability, or even what being a fiduciary means. Our fiduciary due diligence process provides you with the framework you need in order to make informed decisions, document the process, and ensure you’re protected from potential issues arising from non-compliance.

While there are many rules for running a 401(k) plan, there are just as many plan design options to choose from. But what plan design will be the most effective when it comes to helping you and your employees pursue your goals? As part of our process, our team will analyze your plan structure and make recommendations based on your needs and objectives.

The regulatory landscape for 401(k) plans is constantly changing. Along with most current compliance legislation, such as ERISA and the Pension Protection Act, legislators, and government agencies (including the DOL and IRS) are implementing changes more rapidly than ever. Our industry expertise ensures we are able to help you adhere to current legislation and prepare for future changes and additions.