A Retirement Plan Fiduciary
Whether you’re a plan sponsor, a broker/dealer or an advisor, we can help you manage and improve your retirement plan offerings. Or, in technical terms, we are an unaffiliated, ERISA-defined independent fiduciary to 401(k) and other defined contribution plans.
What that means is this: we know ERISA, the Department of Labor and IRS regulations inside and out. That includes both the spirit and the letter of these rules. As an independent fiduciary, we can:
- Steer you away from pitfalls that don’t serve you or plan beneficiaries.
- Help you save on unnecessary fees.
- Lead you through IRS or DoL investigations or corrections if those occur.
With us on your side, you can count on lower fees and lower risk for both you and your participants.
Our Team: Unmatched Skill
You won’t find a team of professionals with such a diverse set of expertise anywhere else. Our knowledge spans:
We've used that expertise to create our PlanAnalyzer - a patented review process to help your retirement plan stay compliant.
We put our skill to work for you. As a fiduciary, you always come first. Whether you’re a business owner, HR rep, RIA or broker/dealer, we always start with your needs and the needs of the people you work with.
Take a Closer Look at Our Solutions