What We Do

What We Do

  • We partner with you to identify your top plan issues and develop unique, effective solutions that are tailored to your specific needs.
  • We focus on reducing plan costs, decreasing fiduciary exposure, and increasing participant outcomes.
  • We provide support with monthly plan monitoring and oversight on every aspect of your plan.
  • We stay abreast of industry changes and changes in the regulatory environment, keeping you informed of relevant developments.
  • We always work for the participant’s best interest while trying to increase participant outcomes.
  • Our unique service model helps provide peace of mind: you will know that a firm with proper training and knowledge will be guiding you through the intricacies of your plan.

What we do for every client:

  • Monthly monitoring of your plan
  • Assistance in meeting all deadlines
  • Reduce fiduciary exposure
  • Streamline and simplify plan administration
  • Monitor plan expenses
  • Work to reduce plan costs
  • Monitor plan investments
  • We offer recommendations on underperforming investments
  • Help increase participation rate
  • Help increase participant saving rates
  • Compliance oversight of all plan procedures
  • Review all documents before you sign
  • Problem resolution
  • Unbiased – best interest recommendations


401(k) Plans
  • Traditional
  • Safe Harbor
  • ROTH
  • Profit Sharing
  • New Comparability
  • Age-Weighted
  • Prevailing Wage
403(b) Plans
  • Traditional
  • Safe Harbor
457(b) Governmental
457(b) Non-Governmental

Defined Benefit Plans
  • Cash balance
  • Career-Average
  • Final Pay
  • Flat Benefit
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