We function as true independent consultants; we are both vendor and investment neutral. We bring our clients unbiased advice, innovative designs, sophisticated solutions, fiduciary risk management and experience-backed recommendations, all with the aim of helping our clients improve their plans.

We help improve their retirement plans through a variety of services, including:

• Fiduciary Risk Management
• 404(c) review
• Plan Design and Compliance
• Soft dollar fee recapture
• Plan Benchmarking
• Investment Due Diligence
• Employee Communication and Education

Sample projects we are engage to perform include helping clients comply with new IRS or DOL regulations, conducting investment performance reviews and manager searches, managing requests for proposal, and implementing new service and investment providers.

In today’s market environment, our clients’ immediate concerns are plan investment analysis, expense reduction and compliance risk management.