We work with companies to manage all categories of qualified retirement plans including Defined Benefit, Profit Sharing, Segregated Accounts, 401(k) plans, and 403(b) plans. Our services include:

• Assistance with the plan’s set-up or conversion.
• Development of the plan’s Investment Policy Statement.
• Investment management of the plan’s assets.
• Support for record keeping and administrative functions.

Advantages:

• Unbiased Advice- We provide independent advice to assist you in choosing the investment platform to meet the needs of you and your employees.
• Fiduciary Responsibility- We share fiduciary responsibility with you, the Plan Sponsor.
• Employee Education- Through educational programs we help your employees reach their objectives.
• Fully Disclosed Costs- There are no surprises, you know what you are paying up front.