We believe retirement plans are a critical component of your business and your employees’ future. In many cases, large retirement plan providers are failing the companies they promised to serve.
It can be done better.
Trustees & owners deserve professional advice, fiduciary support, investment monitoring, confidence in plan costs, and proactive communication.
Participants deserve regular live education, a CFP® licensed professional, investments that meet their goals, and easy access to their accounts for monitoring and adjustments.
Your company deserves accurate accounting, third-party administrator (TPA) and recordkeeper coordination, and a plan that feels like a benefit, not a detriment.