Your retirement plan isn't simple, but our philosophy is. We want to get to know you in order to help you to be the best possible investment stewards.
Our prime objectives: helping your employees acheive retirement readiness and management of prudent best practices.
Think for just a moment of your sponsored retirement plan as a business venture. We know, it sounds strange; you're already running a business, why would you think of your plan as another line of business? Well, for starters, there are plenty of companies that make a business of selling things through your 401(k) plan. If you don't know how they operate or demand the very best agreements from them, some might take advantage of you.
The first step, and at many points thereafter, is to take a look at who's charging you and what they give you in return. We can run this process for you, holding everyone accountable. How can we do this while others cannot? We're completely unaffiliated.
Transparency - Accountability - Reliability, they're not just words to us.