Design, Implement, Comply And Educate
Whether you are a For Profit or Non Profit organization, sometimes the difference between hiring and retaining the best colleagues comes down to the type of retirement program you provide. Our retirement plan consulting team enjoys providing a positive experience by working closely with your retirement committee. We start with the basics of understanding your firm’s retirement plan philosophy, annual budget, employee demographics, and financial wellness needs. Based on this information, we will apply our 100+ years of retirement industry experience to customize your retirement program with the expectation of exceeding your goals. As an independent and conflict-free consulting firm, we partner with you by signing on to your plan as a Co-Fiduciary and thus have a vested interest in ensuring your plan is ERISA compliant.