Our holistic process allows us to provide a customized plan uniquely tailored to your individual company’s goals and objectives.

Initial Meeting

The initial conversation centers on understanding the goals of the plan, determining the challenges to success and considering the composition of the workforce. Knowing this information assists us in the plan design process.

Plan Review

We will review plan structure, fees and documentation to determine if plan objectives are being met. If not, the thought process begins to determine how to better achieve the goals and improve plan health.

Findings and Recommendations

After a review of pricing, service, education offered, and plan investments, we will share our feedback on the current plan. In addition, we will offer recommendations that if implemented, would assist in maximizing the value of your plan to you and your employees.


Throughout the implementation process, we will work with you and our partners to ensure a seamless transition.  We are here to help you and your employees along the way. 


Our commitment is to continually improve the participation and utilization of the retirement plan.  We accomplish this by providing regular and ongoing education for all plan participants.


Management is updated with quarterly investment performance, plan participation, upcoming educational events, investment recommendations and plan updates.


Implementing a retirement plan that is consistent with company goals will increase employee satisfaction and will assist each participant in reaching their own personal objectives.

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