Our role is twofold:

  • To help employers keep their plan compliant and running smoothly
  • To help employees retire better

We believe proactive engagement reduces fiduciary risk and leads to better retirement outcomes.

You can expect…

  • Clear and regular communication with you and your employees
    • Annual plan review
    • Quarterly investment monitoring
    • Multimedia communication – in person, email, video, etc.
  • Custom plan design to suit the organization and employee needs
    • Employer matching and profit-sharing guidance
    • Investments that include index, age-based and risk-based options
    • Payroll compatibility and integration
  • Personal contact for participants
    • Tailored communications to enroll and educate participants
    • 1-on-1 assistance for enrollment and investment selection
    • Individual retirement guidance