401(k) and employer-sponsored plans
Simple. Transparent. Low cost.
Plan design, fiduciary oversight and fee benchmarking for business owners who want a retirement plan their employees actually benefit from.
01 / Plan services
Plan set-up
There are many different retirement plan options for a business. Our retirement plan consultants work with you to structure the type of plan that fits your company's specific goals, rather than the one that happens to be easiest to sell.
02 / Plan services
Fiduciary monitoring
Our 3(21) and 3(38) fiduciary services mean we build, select and monitor your investment lineup. We maintain documented processes and investment selection criteria to keep your plan compliant and your oversight current.
03 / Plan services
Low cost
The best kept secret in retirement plan management is how costs are structured. Low-cost, transparent plan design saves both employers and employees money over time. The first question worth answering is what you are paying now.
Fee benchmarking
Find out how much you are truly paying.
Plan costs are rarely stated in one place. They are spread across recordkeeping, administration, advisory and the expense ratios inside the fund lineup, which is exactly why they go unexamined for years at a time.
- Total plan cost, itemized by who receives it
- Investment lineup review against lower-cost alternatives
- 3(21) or 3(38) fiduciary structure options
- Documented selection and monitoring process
Every plan should be able to answer one question.
What is this costing the people in it? If yours cannot, that is the place to start.
Or call (941) 706-4151