Plan Sponsor Services
We understand and address the evolving interests of plan sponsors and their employees. Our goal is to help plan sponsors identify and select smooth-running, cost-effective plans.
Our Difference
We offer Retirement Plan Solution the way the it should be – a program that provides expert, conflict-free advice to plan sponsors and their participants, access to some of the most sought-after investment vehicles in the world, and total plan costs that are much lower than many of the programs offered by the large financial services providers.
One-on-one Advice
We believe plan participants don’t just need a line-up of mutual funds, but expert advice to help them with their fund allocations. With our solution, every plan participant has access to a financial advisor to provide helpful guidance about a specific fund, portfolio or their asset allocation.
Education and workshops
We periodically conduct educational seminars and workshops for plan participants to learn the benefits of saving and investing to prepare for retirement. This important communication is crucial to improving employee participation rate and contribution.