How We Work

Educate, Guide & Serve

These are the principles that we were founded on. Our goal is to educate plan sponsors on issues that are relevant to them. These issues include:

1. Fiduciary best practices
2. How providers price their services
3. How to benefit from the undisclosed revenue providers may be receiving
4. Features available that are consistent with the companies goals and objectives for the plan.

We provide guidance and direction to plan sponsors. This requires a complete understanding of the goals and objectives the sponsor has for the plan. We are then able to make recommendations to ensure the plan program is moving toward those goals.

Ongoing, efficient and friendly service is provided to our plan sponsors and participants. We take an active role in the management oversight of the plan. We act as a catalyst for the success of your 401k plan program by:

1. Reviewing documents
2. Drafting employee notices
3. Individual participant assistance
4. Keeping sponsors abreast of legal, administrative and industry trends

Results

We have helped numerous plan sponsors in creating a successful 401k plan program.