Helping You Manage Your Plan With Our Broker Relationships
As a firm with extensive experience in consulting on defined contribution and defined benefit retirement plans, we understand and proactively address the evolving interest of plan sponsors and their employees. We have the knowledge and background to make your plan more responsive to the needs of your company and its employees.
Our role is to provide independent guidance to your company's management on all aspects of plan operations. Whether you are questioning the responsibilities of your role as a fiduciary, reviewing the plans investment menu, benchmarking the fee structure of your plan, or developing employee education programs to increase participation, we can guide you through a stringent and objective due diligence process.
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