Retirement Plan Consulting Services

 

 

As a trusted adviser to our clients, we are committed to adding valuable insight through a broad range of consulting services.  Our services are designed to assist clients at every stage of the fiduciary process.  We utilize a fiduciary process comprised of 23 practices that have been created by the Center for Fiduciary Studies.  The practices are designed to provide a framework for a disciplined investment process and are organized under a four-step Fiduciary Quality Management System.  The goal of this fiduciary process is to provide clients with a superior retirement plan that offers:

  • Custom plan design,
  • Complete plan administrative services,
  • Full fee disclosure,
  • Investments that are selected and monitored using a defined due diligence process, and
  • Tailored participant advice and/or educational services

We provide two levels of service - Comprehensive and Targeted.  To learn more, please click the links below.

 

Fiduciary Quality Management System

Comprehensive Serivce

Targeted Services