what we believe

WHAT WE BELIEVE

Plan
Sponsors

We believe that your 401k consultant should feel like your in-house benefit department or out-sourced HR Department when it comes to anything 401k.

We believe your 401k consultant should proactively assist the people who administer your plan.
We believe your 401k consultant should be on top of new legislation and constantly talk about how to improve participant outcomes.

Plan
Participants

We believe that every participant should have an advocate they can talk to about their financial goals.

We believe your staff should have access to information from someone who is extremely passionate about their retirement goals and who does not have a conflict of interest in helping them reach those goals.

Fiduciary Status
& Investments

We believe that your staff should have access to low cost investments.

We believe your plan advisor should be a fiduciary when it comes to the investment offerings available to your staff.

We believe your consultant should provide ongoing investment monitoring to your plan.

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