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RETIREMENT PLANS

Build wealth, reduce taxes, and help employees save for the future with a retirement plan optimized for your business.   We will help design, implement, and maintain a retirement plan customized to your goals and objectives.  Whether that's by maximizing benefits to owners and key employees, maximizing employee engagement, or both, our team will guide you through options to meet your needs.   

As an independent fiduciary adviser, we can work with any retirement plan provider. Our provider benchmarking process evaluates investments, costs, and services offered to find the right provider for your business.  

Once your retirement plan is aligned with your goals, we work with you to develop a service calendar and determine the right number of meetings and interactions with your retirement plan committee and employees.   

Our retirement plan advisory service include:

  • Fiduciary Investment Monitoring and Review 
  • Plan Design Consulting 
  • Employee Education 
  • Plan & Provider Benchmarking 
  • Fiduciary Education & ERISA Guidance 
  • Fiduciary Document Vault 

Ready to take your retirement plans to the next level? Schedule a call today.

Get the Most Out of Your 401(k) Retirement Plan.

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INSIGHTS ON RETIREMENT PLANS

When Investment Vigilance Becomes a Problem

Retirement Plans
Plan sponsors invest much time and effort in improving employee financial literacy. They offer educational content, provide opportunities for group and individual consultation, and encourage participants to approach retirement planning proactively by staying on top of their investments. But what happens when workers go overboard with well-intended advice? Today, stock market data is available 24/7 […]
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The Risk of 401(k) Lawsuits

Retirement Plans
When a giant organization with extensive resources gets sued for alleged ERISA compliance failures — especially if the organization’s own service offerings include reviewing for such violations — that could very well be the canary in the coalmine for all other, lesser endowed firms. And that’s perhaps the key takeaway for plan sponsors in light […]
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