- Custom consulting approach
- Assess goals and vision
- Engage decision makers
- Complete disclosure
- Support services
We use our years of experience to develop a custom consulting approach to your company’s retirement plan needs. We spend the time and effort it takes to assess your organization’s unique footprint and goals. Next comes a plan framework, with easy-to-grasp options. In this manner decision makers are fully engaged in the process of vetting and fine-tuning the final plan. It’s a collaboration designed to be as informative and empowering as possible.
As with our individual plans, we always put clients first, and avoid cookie-cutter or one-size fits all solutions. This all comes with complete disclosure and transparency every step of the way.
We operate as a 3(38) Fiduciary to help shield plan sponsors from unwanted risk.
Be sure to talk to us about our comprehensive program of human resource support, maintenance and progress reviews, along with a host of education services.