Creating plans that fit the needs of you and your employees.
We assist plan sponsors in meeting their fiduciary obligations by creating a disciplined, prudent, and rational process for handling plan investments. Focusing on education, oversight, and ongoing management, we are here to be your trusted partner and professional fiduciary.
We understand the importance of meeting fiduciary obligations and designing an investment plan that meets employee expectations. We take responsibility in driving that process for you — from new plan development to the selection of vendors and investment options.
We design an investment menu to fit your employee base. Then, we establish an investment oversight process that both protects you and meets the needs of your plan. Finally, on an on-going basis, we provide plan trustees with the necessary information to make effective and prudent decisions.
Getting employees excited about saving and investing is possible, especially when they understand what they own, why they own it and the role it plays in their future. We will partner with your HR department to develop a successful education plan.
It may be time to consider retirement plans beyond the traditional 401(k) profit sharing plan. Retirement benefits are one of the most valuable retention tools for key employees. We can help you assess your needs and develop the right programs to fit your company’s goals.
Tim Jones, Client