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For Employers

As a 3(21) co-fiduciary we help you understand what acting in the best-interest of the plan at all times requires and help you efficiently execute. You can expect us to take the heaviest lift in navigating all that is required of you on your employer sponsored retirement plan.

Employer Sponsored Retirement Plans aren't part of our business, they are our business. This differentiates us in five major ways:

  1. We are immersed in the world of recordkeepers, TPA's, auditors, ERISA attorney's and industry leaders.
  2. We understand your true pain points, listen and know the questions to ask on your behalf.
  3. We are completely approachable and dependable as your single-point of contact for clear concise answers.
  4. We grow with our Plans but never get lazy. Benchmarking, negotiating fees and holding your vendors accountable is the key to a best-in-class retirement plan for both today and in the future.
  5. We are obsessed with participant outcomes and dedicated to raising the level of financial literacy and confidence.

Check the background of this firm/advisor on FINRA’s BrokerCheck.