We are committed to helping our clients develop robust, effective defined contribution plans for their participants. Our services help plan sponsors satisfy their fiduciary responsibilities while also providing key benefits to the organization and professional advice and account management for plan participants.
Key Benefits for Plan Sponsors
- Better Service
- We serve as your Active Advocate with retirement plan vendors
- We provide the plan-level due diligence and monitoring of investment options
- We help you satisfy your fiduciary responsibility by providing a prudent investment process
- Lower Costs and Improved Plan Metrics
- Increased employee participation and savings rates
- Improved investment diversification
- Utilize sub-TA and revenue sharing arrangements to lower your plan administration fees
- Enhanced Investment Performance
- Uncompromisingly independent, we assist you in selecting the best investment options available for your plan.
- Our Managed Portfolios service provides professionally managed portfolios for your participants that do not have the time, expertise or desire to manage their own accounts.
- More Information
- Click here to receive important white papers and case studies.