As a business owner, you may feel an obligation to enhance the financial health and wellbeing of your employees. If you’re interested in implementing an employer-sponsored retirement plan, we can help design a program that meets the needs of your business and employees while complying with all regulations.

Our full-service corporate retirement plan services include:

• 3(38) and 3(21) Investment Fiduciary Services
• Open architecture investment selection
  
• Investment analysis and benchmarking
  
• Fee analysis and benchmarking
  
• Investment policy statement (IPS) support
  
• Investment selection and monitoring
  
• Fiduciary risk management
  
• Provider search assistance
  

The following services are provided by our affiliate, Tax Favored Benefits, Inc:

• In-house TPA
  
• Plan design consultation
  
• ERISA compliance
  
• 3(16) Plan Fiduciary Services
  
• Enrollment & Education Services