Corporate Retirement Plan Management

Plan Design with Fiduciary Oversight

Our firm was founded upon the principle that clients are best served by working with an independent firm that serves in the trusted position of “fiduciary”; meaning our obligation is to work exclusively in you and your employee’s best interests. Therefore, we serve you in a comprehensive fiduciary capacity by offering process and protection while designing your plan – and we ensure your plan avoids potential litigation. In addition to plan design, we include plan committee oversight, fiduciary training, fee discussions, and vendor management.

Plan Administration and Expertise

As administrators we help simplify and streamline the design, implementation and ongoing management of your plan. We have extensive experience with compliance and ERISA matters to help advise you on a broad range of technical issues. We also commit to an annual plan review to ensure you’re on track to meet your goals, that the strategies to achieve them are still working, and that the measures of success we’ve defined together are still relevant.

Building Turnover Resistant Benefits

Recruiting and retaining top employees is becoming more challenging. Employees want more than just perks; they want benefits that can help them create financial freedom, balance and recognition.

Here’s how you can work to build turnover resistant benefits:

Comprehensive Employee Financial Wellness & Advice

We also act as a fiduciary to your employees, always working in their best interest and giving them advice through our (k)larity @ Work® platform. Your employees have access to a CFP® as their dedicated point of contact. S/he gets to know your employees and can respond quickly to questions or issues. We also address individual participants, document interactions to provide fiduciary protection, and help improve participant outcomes with four powerful digital planning tools: an easy-to-use budgeting tool, a debt management tool, a robust retirement analysis and stress testing tool, and a risk analytics platform.

Genuine Partnership

We are your trusted advocates. Your plan is assigned a dedicated team of long-standing, tenured professionals all of whom will know and understand your plan. We have fourteen CFP®’s, seven AIF®’s, and four CRPS®’s on staff. You can be confident your questions will be addressed, and your issues resolved by a credentialed and experienced team.