Our holistic financial planning process can tailor a 401k plan unique to your individual company’s goals and objectives.

Initial Meeting

The initial conversation centers on understanding your financial planning goal, 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 the plan structure, fees, and documentation to determine if objectives are being met. If not, we begin to determine how to better achieve the goals and improve overall plan health.

Findings and Recommendations

After a review of pricing, service, education offered, and plan investments, we will share our feedback. In addition, we will offer recommendations that, if implemented, would help maximize the value 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 improve the participation and utilization of the retirement plan. We accomplish this by providing regular and ongoing education for all plan participants.


We update management 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 objectives.

Let’s Talk