Providing State-of-the-Art Corporate Retirement Plan Consulting

For Lasting Financial Health

Refined Solutions

For You, Your Business & Your Employees

As a human resource professional or business owner, you care deeply about your employees and the future of your business. Advanced financial strategies are critical for the well-being of your team and your business. Having been at the cutting edge of retirement plan management for decades, our highly experienced team is here to help you prepare your employees and business for a successful financial future.

We Provide Advanced Support to Assist You & Your Employees Through:

Steadfast Partnership

Our goal as your ally is to anticipate your needs, make sure your plan is compliant and reduce the amount of time you need to devote to managing your plan. With increased efficiency, you and your team can concentrate on running your business and spend less time managing your company retirement plan.

Fiduciary Guidance

As your advocates, we are committed to fulfilling a fiduciary role both at the plan and participant level. Operating with zero conflicts of interest means the well-being of your business and employees always take precedence.

Evaluation of Your Plan Design

Our team will work with you to evaluate your plan design and determine whether it is in alignment with the goals and values of your company and your employees. If not, we’ll help you chart a course towards success.

Streamlined Management of Your Plan

Our service model is designed to move much of the work of operating a plan from your shoulders to ours. Your benefits and finance staff save time, and you can be confident that your plan is handled professionally and competently—always with an eye toward controlling risk and protecting the company and the plan committee from fiduciary liability.

Individualized Education

Through both group and individual meetings, we’re committed to working directly with your team, so they gain an increased understanding of their benefits and their financial lives. If your employees have questions or are in need of additional guidance, we’re available on an ongoing basis to walk through concerns and provide hands-on support.

Holistic Financial Wellness Approach

With financial stress as a regular part of many people’s lives, you have an opportunity to truly provide a far-reaching benefit to your employees through a robust benefits package. We maintain a holistic perspective surrounding retirement planning and understand that for most individuals, this involves pieces beyond the corporate retirement plan.

The Process

Step 1:

Understanding Your Retirement Plan Goals

Step 2:

Investment & Fee Benchmarking

Step 3:

Participant Analysis and Peer Comparison

Step 4:

Plan Design Review & Implementation

To learn more about corporate retirement planning, contact our specialists: