About

Our team specializes in retirement plan design, installation and consulting. We partner with plan sponsors to address the fiduciary liability that is inherent when offering a plan to employees.   We offer co-fiduciary services in both a 3(38) and a 3(21) capacity, provider due diligence, employee education, and fee-benchmarking analysis. As part of our retirement plan consulting platform, we provide our clients with access to a team of CERTIFIED FINANCIAL PLANNERS responsible for investment oversight, monitoring and documentation. Each of our plans aligns with a customized investment policy statement in accordance with the plan’s specific objectives. In addition, we help plan sponsors maintain their files in order to organize, understand and address their fiduciary responsibilities under ERISA.