Our goal is to design and implement The Right Retirement Plan, The Right Way. That’s why we aim to work with companies that share our views, values, and approach to business. Because when we have the same common focus, we can achieve greater results.
While our typical client has anywhere from 25-3,000 employees, we are not limited by industry or company size; we are happy to work with for-profit and nonprofit entities alike, and businesses big and small. Over the past many years, our clients have included professional groups such as medical practices and law firms, as well as a wide variety of industries and service organizations. If your company wants to offer the right retirement plan, the right way, we are happy to work with you.
As one of the original 100 accredited investment fiduciaries in America, we implement best fiduciary practices to ensure employees have appropriate investments from which to choose and that employers have a well-documented fiduciary process in place to help manage their risks of plan sponsorship. Our expertise in retirement plans has enabled us to build long-term quality partnerships with the top retirement plan providers in the industry.
Take the first step today toward the future you dream about.