Retirement Plan Services

Our goal is to provide an efficiently managed retirement vehicle that helps both corporations and nonprofit organizations attract and retain valuable employees. We utilize a strategic approach to help clients manage all aspects of their retirement plan. We first benchmark your current plan to determine its competitiveness from an administrative, investment and cost effective standpoint. We then establish a due diligence process to plan and document fiduciary control activities and responsibilities. After that, we work with you to determine the appropriate investment selections to optimize asset allocation. As part of our plan implementation process, we develop an investment education program for your plan participants, treating education as a process rather than an event.