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Trustees and Investment Committees hire us as their Plan's Advisor for assistance in complying with fiduciary best practices.


Investment Line-Up
We are hired for our knowledge and experience in recommending and monitoring investment options. It is our responsibility to help you maintain a process of selecting and deselecting funds for your Plan's investment line-up. Learn More


Understanding Fees
You need to be confident services received are helpful and necessary in light of the expenses paid by you and your employees. We help you understand all current fees and expenses and benchmark/negotiate to ensure competitiveness. Learn More

Compliance /


Compliance and Ease of Administration
We provide ongoing support in understanding and managing fiduciary responsibilities and streamline the process for operational compliance including support for annual audits. We help you understand whether the Plan is operating in accordance with Plan documents and applicable provisions of ERISA. We create and maintain an Invest Policy Statement (IPS). Learn More

Participant Education 

Participant Education and Communication
We assist in developing a participant and communication strategy which fits the needs, objectives and demographics of the employee/Plan participant base. We coordinate and conduct enrollment and retirement education meetings for Plan participants. Learn More
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