PLAN CONSULTING

The ERISA qualified retirement plan environment continues to evolve and become ever more complex. As an independent, fee-for-service, co-fiduciary we have the knowledge base and experience to bring “prudent expert” best practices to all relationships. Whether its creating an investment policy, evaluating a plan lineup, or benchmarking the costs involved, our process driven advice has withstood the test of time. In addition, we are client advocates as they manage their vendor relationships – with fee/service negotiations and RFI/RFP searches leading this service offering. This is what it means to be a co-fiduciary to our retirement plan clientele.