Service Approach

Our strength lies in a firm foundation of providing high-touch, personalized service at every point of contact.  Using quality retirement plan providers and recognized investment options, we deliver value to our clients and assist sponsors and individuals as they pursue their financial goals.

We specialize in the following:


  • 401(k)/Profit Sharing plans of all types

  • 403(b) plans for non-profit organizations

  • 457(b) plans for Public Sector Organizations

  • Non-qualified plans

  • Defined Benefit plans

  • SIMPLE/SEP IRAs

  • New Comparability/Money Purchase Plans

  • Executive Group Life & Disability Benefits

     




As your plan's 3(21) or 3(38) fiduciary and advocate, we offer:



  • Plan design assistance

  • Fiduciary support and training

  • Personalized, local service for plan administrators

  • Advanced technologies to assist plan administrators

  • Financial Wellness programs

  • Provide tools and resources to assist plan sponsor with plan oversight responsibilities

  • Education and enrollment coordination

  • Bundled and unbundled service models

  • A commitment to seeking favorable participant outcomes