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Corporate Retirement Plan Solution

What Can You Expect On An Ongoing Basis?

We hope you'll choose to work with us for the long term, and we promise:

  • Trustee Meeting and formal review of the plan and investments at least annually
    • Manage your fiduciary liability and make sure the plan is doing what it's supposed to do
  • Ongoing education and enrollment meetings for employees
    • Generally conducted by our local staff -- not a representative flown in by the investment provider
    • We get to know you, and you get to know us
    • One-on-one discussions with employees
  • Regular updates as regulations change and the retirement plan marketplace evolves
  • Benchmarking and comparisons to other plans
  • Availability via phone, email, and in person if you ever have a question
    • Employers (plan sponsors) and employees (participants) are always welcome to call
    • Access to local experienced staff, including CFP practitioner and ChFC and AIFA
  • Troubleshooting when you don't know who to ask or your other service providers aren't helping you
  • You'll hear from us! We don't just wait for you to call
    • We proactively reach out to schedule the events above

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 303-984-9000