Through ongoing cost review, analysis of provider costs, services and investments, we are able to protect your participants’ retirement savings and enhance performance over the long-term – all while prioritizing lower fees for your firm.

Upon engaging with your firm, we hand select and monitor investments, provide ongoing market review, create a bespoke investment policy statement and use a benchmark scorecard methodology to provide fund scores and recommendations.

Increase your employee participation and satisfaction with resources to promote engagement and empowerment for your team. Timely and relevant commentaries for retirement committees, educational webinars and employee memos for plan participants are distributed routinely.