Retirement Plan Solutions

Are you aware that there are advanced designs available to implement within your plan that may provide a more optimal benefit to the owners and/or key employees of your organization? 

We would like to meet with you to discuss these design capabilities as well as describe our approach to benchmarking your plan focusing on these 5 main points of interest:

1. Custom Plan Design: Providing optimal benefit to owners / key employees
2. Education Policy Statement: Our written service commitment to you
3. Fees: Review of the overall total cost of administration & investments
4. Funds: Assuring the investments in your plan are steadily reviewed & monitored
5. Fiduciary Assurance: Providing maximum protection for the Trustees of the plan 

Our value proposition is to provide you with optimal plan efficiency by benchmarking your plan to what the marketplace has to offer.  We hope we will provide you with a comfort level that will allow you to hire us to service your plan & hand-hold each employee down the road to retirement readiness.