Simplicity is the ultimate sophistication.

We help 401(k) plan sponsors create repeatable processes designed to save time and mitigate fiduciary liability. Offering a first-class plan is a must for corporations to attract and retain top talent; wasting endless hours on plan management is optional.

Our cloud-based Fiduciary Briefcase provides a roadmap for simple and effective 401(k) plan management. Our clients enjoy easy online access to all important plan documents like quarterly Fiduciary Investment Reviews, Investment Committee minutes, Investment Policy Statements, and a calendar of service.

  • 81% of employees exhibit financial stress

  • 73% of employees lack a game plan for retirement

  • 65% of employers offer some means of a financial wellness program

DID
YOU
KNOW?

Data was originally sourced from Financial Finesse study on Workplace Financial Wellness Programs and Insider article written by Kelly Burch.

RETIREMENT SERVICES

FIDUCIARY BRIEFCASE

Streamlined 401k plan management organized through an online Fiduciary Briefcase.

INVESTMENT ANALYSIS

Quarterly Fiduciary Investment Review designed to simplify the investment monitoring process and reduce fiduciary liability. 3(21) and 3(38) Fiduciary Services.

OPTIMAL PLAN DESIGN

Plan design assessments that strive to increase an employer’s benefits return on investment (ROI) while striving to enhance participant retirement outcomes.

FEE BENCHMARKING

RFP-driven process to ensure apple-to-apple comparisons and to help maximize a plan’s negotiating leverage.

TARGET DATE FUND MANAGER SELECTION

Advanced risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan.

EMPLOYEE ENGAGEMENT

Highly customized plan participant content structured to help optimize outcomes and increase financial wellness.