We help employers run retirement plans with clear oversight, strong fiduciary processes, reduce administrative friction, and direct support for participants.
Fiduciary Retirement Plan Consulting
Find out how your plan stacks up against industry standards, fees, participation, match design, investments, and fiduciary benchmarks.
Schedule with Wes to get your free customized report and a personal consultation.
General FAQs
01Will you work with the providers we already use?
Usually, yes. We regularly collaborate with an employer’s existing recordkeeper, third-party administrator, payroll provider, and custodian. If a different arrangement could better serve the plan, we can also help evaluate the available alternatives.
02What makes your role different from a recordkeeper or bundled provider?
We are an independent adviser representing the employer—not a product manufacturer or platform. We help the sponsor design and oversee the plan, then coordinate the recordkeepers, administrators, and investment providers responsible for delivering it.
03Do you serve as a plan fiduciary?
Yes. We serve in a 3(21) fiduciary capacity and, when appropriate for the employer, can also act as a 3(38) investment manager. Our work emphasizes prudent oversight, clear documentation, and decisions grounded in ERISA standards.
04What guidance is available to employees?
Participants can meet one-on-one with our advisory team for retirement planning and broader financial guidance. We can also help them consider related estate-planning and beneficiary questions so their workplace benefit connects to the rest of their financial life.
05What does getting started look like?
It begins with a conversation about your organization and its current plan. We assess where opportunities may exist, answer your questions, and determine whether we can add meaningful value before recommending any sensible next steps.