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Discover Our Approach

Our Retirement Plan Consulting team incorporates intelligent plan design assistance, ongoing monitoring of vendors and investments, as well as educational opportunities for plan sponsors and participants.

Plan Design

The first step in our consultative process is to identify your group’s core values and to help ensure your plan’s objectives support these values. Together, we'll then set goals and priorities and record them in a Service Plan for regular reviews and access through our secure client portal, the Plan Vault.

Vendor Selection

We’ll support your search for appropriate vendors, based on your plan’s values and goals. We’ll help negotiate your fees so your participants not only have access to a comprehensive array of investments, but also get to keep more of their overall returns. We’ll also monitor the vendor on an ongoing basis.

Investment Selection and Monitoring

We provide independent investment research and analysis though our institutional due diligence process that helps monitor appropriate investment menus for participants. Plan sponsors rely on our process to seek enhanced investment opportunities, manage risk and address fiduciary responsibilities.

Ongoing Education for Plan Sponsors

We provide educational opportunities for plan sponsors to improve decision-making when it comes to vendor selection, fiduciary responsibilities, investment choices and participant education. Plan sponsors also receive the benefit of a monthly newsletter outlining the latest news and trends in retirement plans.

Ongoing Education for Plan Participants

Our strategies are designed around the needs of real people, delivering customizable assistance with measurable results. Just as we’re committed to the education of plan sponsors, we also seek to educate plan participants through our personalized interactive workshops, participant newsletter, seminars and webinars.