We Prioritize Longevity So You Can Rest Easy
Smart employees want a smart retirement plan. That’s where we come in.
From designing a plan that suits your staff to advising you on appropriate investment choices, we’re experts at creating successful, competitive retirement plans. So not only will your employees be happy, they’ll be more likely to stay with you for the long haul.
Compliance made simple. (Or at least as simple as possible.)
Don’t get bogged down in the weeds of fiduciary compliance. Hire a professional who knows it like the back of their hand.
Not only will we help you identify and follow fiduciary best practices, but we’ll also analyze your plan for existing gaps and put you on the right path of proper process and documentation. Additionally, we’ll help you meet the Department of Labor’s criteria for target-date fund analysis and ERISA retirement plan expense requirements.
Educated employees make successful savers.
We offer workshops to help educate your staff on how to become more financially fit. We can cover topics such as budget setting, managing debt, creating trusts and wills, making investments, saving for retirement, and more.
What’s in it for you? Financially fit employees are happier, more satisfied, and more productive.
Customized for you and no one else.
We can customize a retirement plan ideal for your company, whether your workforce is made up of three people or 300. And you guessed it — what your employees want really matters. We design a plan to help them save for retirement based on their preexisting expectations and modified by their performance over time.
From determining automatic enrollment, minimum deferral rates, employer matching and profit sharing, we know how to make saving easy for your workers while still giving them the freedom of choice. The plans we can design for you include:
- 403b (for Government, Educational, or Non-Profit Organizations)
- 457 Deferred Compensation Plans
- Cash Balance Plans
Learn more about how we can help your company with fiduciary compliance, investment advice, participant outcomes, plan design and governance, provider benchmarking, and target-date* fund suitability consulting. (*The target-date is the approximate date when investors plan to start withdrawing their money. Generally, the asset allocation of each fund will change on an annual basis with the asset allocation becoming more conservative as the fund nears the target retirement date.)