We believe we have a company that is uniquely positioned to be a top line
resource for any organization. Our goal is to be a full-service provider
of all aspects of your retirement plan program. In order to achieve this
we have integrated a highly experienced consulting team, with strong plan
provider relationships, and technology that allows us to work very confidently
as an advocate for your retirement planning needs. Many companies have
seen this as an opportunity to position their HR staff in strategic
decision-making and away from administrative duties. This in turn
directly impacts your organization’s profitability and workforce productivity.
Services Offered
401k plans
Non-Qualified Plans
403b Plans
SIMPLE / SEP Plans
457 / 401a Plans
Deferred Compensation Programs
Profit Sharing Plans
Rollover / Roth IRA
Defined Benefit Plans
Plan Sponsor Support
When we consult with you on your retirement plan needs we believe we set
ourselves apart by taking a complex set of issues and decisions and delivering
it in a simple format. The format summarizes all of your decisions into
three categories: cost, performance, and service. You
determine the priority and weight you place on each area. This criteria is also
a basis for what plan providers fit best into your organizations
needs. Our goal is to become a partner of your employee benefits
department. We are confident we can provide all of the related services
necessary to give you personal and flexible support. We are not beholden
to one plan provider or one benefit strategy. We are beholden to what you
want to create in a workplace program, and have built an organization capable
of providing it.
Participant Support
As a core philosophy of our organization, we maintain a strong focus on participant
education. We work with you to educate your employees during the
enrollment process and throughout their time with your organization. A
unique enrollment process is implemented that involves both a group session and
one-to-one employee meetings with a financial consultant. We provide
substantial instruction to help participants make sound choices towards their
retirement planning objectives. It is clearly evident that an employee
that understands the benefits offered is more productive and recruiting and
retention initiatives of your organization are supported.