We are an independent advisory firm, not a product or platform provider. Our role is to represent the employer’s interests—helping design, oversee, and improve the plan while coordinating with recordkeepers, administrators, and investment providers best suited to the business.

Yes. We serve as a 3(21) fiduciary to the plan and can also act as a 3(38) investment manager, depending on the needs of the employer. Our focus is on prudent oversight, documentation, and decision-making with ERISA standards.

In most cases, yes. We frequently work alongside a company’s current recordkeeper, TPA, payroll provider, and custodian. When appropriate, we also help evaluate alternatives to ensure the plan remains competitive and well-aligned with the employer’s goals.

Participants have access to one-on-one guidance from our advisory team. This includes personalized retirement planning, broader financial planning support, and coordination on items such as estate planning and beneficiary considerations—helping employees connect their workplace plan to their overall financial picture.

Getting started is simple. Contact us to schedule a conversation where we’ll discuss your retirement plan, answer questions, and determine whether there’s an opportunity to add value. From there, we outline next steps—if any—that make sense for your organization.