How we work with you
We are dedicated to creating a reliable, seamless experience and improved outcomes for retirement plan sponsors and employees. We do this through our:
We objectively assist with the evaluation of investment options and service providers without conflict of interest.
Acceptance of Role as an Investment Co-Fiduciary:
We acknowledge in writing we are investment co-fiduciaries to your plan with respect to the investment advice and support.
Plan Design Assistance:
We help plans maintain compliance with IRS & DOL guidelines while continuing to meet the goals and objectives of your company.
Our investment team will evaluate, select, and monitor investment performance from a wide range of investment options.
Ability to provide investment and retirement planning advice to your employees so they feel confident about their retirement.
We fully disclose all sources of fees being received on a direct and/or indirect basis.
Helping you manage your relationships with Third parties that service your plan.