QUALIFIED RETIREMENT PLANS

In an effort to build and maintain appropriate investment line ups, manage plan costs by employing prudent, well-documented fiduciary processes, we work with employers in the following areas:

• 3(21) fiduciary advisory services .
• 3(38) fiduciary management services .
• Quarterly retirement plan reporting and benchmarking .
• Serving as the liaison between you and your third-party administrator and recordkeeper .

As one of the original 100 accredited investment fiduciaries in America, we can assume the responsibility of plan investment selection and monitoring.

Give us a call today to discuss how we can work with your company.