What we do
Holistic Vendor Management
Let us deal with the nitty gritty, so you can concentrate on your business. We serve as a single point of contact, consultative partner, and true extension of your benefits team.
Smart plan design accomplishes your goals and drives positive participant behavior.
A robust fiduciary governance program is the foundation of a successful retirement plan.
Keeping up with the evolving fiduciary landscape is a time-intensive endeavor with high stakes. Our framework brings clarity and ease to mitigating your fiduciary risk as a plan sponsor.
Fiduciary Governance
Financial Wellness
Reduce stress. Improve productivity and employee retention.
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Whether it’s in-person or virtual, your employees want and need human interaction from an independent fiduciary advisor. Online tools and resources are simply not enough to move the needle.
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Life can get complex pretty fast. Give your employees peace of mind by offering on-demand, personalized advice.
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Budgeting, debt management, market volatility - we ask your employees what’s keeping them up at night, and then provide custom education for their needs.
Investment Consulting
The fiduciary duty of care requires a prudent due diligence process to be used to select investments that serve the best interests of plan participants and beneficiaries.
We believe strongly in appointing a 3(21) or 3(38) co-fiduciary and adopting an Investment Policy Statement to reduce liability and set your participants up for a successful investment experience.
The cornerstone of our investment philosophy is that traditional stock picking is an exercise in futility. Broadly diversified, low-cost exposure to capital markets via index funds is a foundational belief.