Corporate Clients

The goal of a retirement plan is to ensure financial security later in life. As a business owner or executive, you value your employees and recognize the importance of a retirement plan as part of their financial goals. Through our relationship with Retirement Plan Advisory Group (RPAG), we have access to robust technology, systems, and services to help us create successful retirement plan experiences for you and your plan participants. We help plan sponsors implement and maintain quality retirement plans by providing plan design and support, personal onsite services, employee financial education, and investment advice to plan sponsors and participants. Let us help manage your retirement plan services so you can focus on what you do best – running your company.


Plan Design and Support

We do a thorough review of your current provider’s services including administrative, recordkeeping, compliance, website/statements, service management, and employee communication services. In addition, we will complete a total cost analysis, including revenue sharing, and compare this information to other providers to determine if fees are reasonable. We will provide detailed reports about possible vendors that may be better suited to your needs and assist with making an appropriate decision, while helping you meet fiduciary responsibilities as set forth by ERISA.

Personal Onsite Services

We prefer to be in front of our clients and not our computers. Our client-focused approach to participant education and customer service is “hands on” and consists of face-to-face meetings with employees at both the group and individual level. Regularly scheduled educational meetings allow us the opportunity to interact with employees and teach them important financial planning principles.

Employee Financial Education

Statistics indicate that many employees today are not saving enough for their retirement and are not investing appropriately. Without an increase in education and advice, the majority of your plan participants will most likely fall financially short at retirement. We provide education, enrollment, and investment advice services to help your employees plan for a financially secure retirement.

Independent Investment Due Diligence

Choosing and monitoring the appropriate investments offered in your plan is a serious fiduciary task, as it can impact participants’ retirement experience. With the tools available through RPAG, we can evaluate investments based on a number of qualitative and quantitative factors and recommend fund additions, deletions, and replacements – ultimately helping you improve plan value and enhance investment opportunities for your participants.

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