We offer services as the investment advisor to your company’s employee retirement plan.  As the employer, you have fiduciary responsibilities over your employee retirement plan. We will work with you to help you meet those fiduciary responsibilities.

 

As the investment advisor on your company’s 401k plan, we: 

• Work with you to price your 401k plan competitively.  It’s possible that your company has outgrown its current retirement plan provider’s costs and services.  As a general guideline, companies are encouraged to benchmark their employee retirement plan every year.  

• Conduct research and analysis to ensure the investment options offered inside the retirement plan are cost effective and exhibit performance track records worthy of your employees’ investment.  

• Meet with your company employees annually to provide market commentary, retirement plan updates and individualized guidance to help prepare for retirement.