We provide a full range on consulting services, using a "best of breed" approach to staffing, from plan design to fiduciary best practices to controversy resolution
We can help clients establish an approach to managing their retirement plans, utilizing vendor services effectively and efficiently, with specific organizational objectives in mind.
Understanding the complex issues surrounding ERISA and retirement plans can be a daunting task. Our experts can provide educational services to plan sponsors, fiduciaries, and other advisors on their respective roles, responsibilities and liability.
As a subject matter expert, we can provide your practice with the depth and breadth necessary to provide "full service" without the expense of having additional professional staff. We become a seamless member of your team, working behind the scenes - or as a visible member, to prepare you to effectively close business, service existing clients, and achieve your goals.