Proven Process

Your Company and your employees are unique.  It requires an experienced professional to navigate through the myriad of retirement plan choices to identify those best suited for your situation. After identifying goals and objectives, we present our findings with your plan committee. From this, we formulate a “blueprint” of what your plan should look like.

Once a “blueprint” to meet your company’s objectives has been laid out, we contact the plan providers and administrators that we feel would be an appropriate fit. We are not limited by any exclusive relationships that would limit our options.  Our responsibility is to help you determine which program is best suited for your goals and objectives. Cost is a primary concern. However, we would not forego quality for a lower price.

Once we’ve scoured the market, we then present your company with a comprehensive analysis. No two plan providers/administrators have exactly the same services or pricing methodology, so we analyze the data for you and work with you to determine the best fit.

One of the things that really set us apart as a plan consulting firm is that we provide ongoing due diligence and educational support for the plan committee and plan participants. In our estimation, it’s simply not enough to set up a plan and simply close the door behind us. The capital markets are complex and ever-changing. For this reason, we provide ongoing support to help your company and your employees reach their long-term financial goals.