What do we do?

We work with clients as a fee-only, independent, unbiased, conflict-free retirement plan and investment consulting firm with an emphasis on providing fiduciary guidance to Retirement Plan Committees and Board of Directors.

We help to protect our clients in ERISA matters.

We review current service provider agreements and contracts.

We evaluate the breath of investments and their related expenses.

We formalize and implement an Investment Policy Statement.

We monitor the retirement plan’s investments monthly and provide quarterly investment fiduciary reports to the Retirement Plan Committee.

We act as the named investment fiduciary under ERISA § (3)(21)(A) or the investment manager under ERISA § (3)(38).

We provide individual participant investment advice.

We are the “prudent expert.”