Broker Check

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Risk Management

  • Annual Notice Assistance
    Administrative Support
    Fiduciary Training
    Investment Monitoring and Recommendations
    Meeting Minutes Assistance
    Fiduciary File Prep Assistance

Innovative Plan Design

  • Aim To Improve Plan Outcomes
    Aim To Reduce Administrative Burden
    Recruit and Retain
    Legislatively Accurate

Investment Expertise

  • Investment Policy Statement
    Proprietary 12-Point Meeting
    Quality Investment Meeting
    Qualified Default Investment Alternatives (QDIA)
    3(21) and 3(38)

Financial Wellness

  • Analysis of Plan Demographics
    Define Plan Goals
    Customized Worksite Solutions
    Measure Successes


  • Fiduciary Benchmarks
    RFP Director
    Analysis of Fees for Services Rendered

Executive Benefits

  • Non-Qualified Deferred Compensation (NQDC)
    Executive Group Life and Disability Insurance
    Executive Financial Planning