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Who We Serve

Retirement Plans for Medical Institutions

Hospitals and healthcare systems face unique staffing models and plan complexities. We support governance, education, and plan optimization.
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How We Help Medical Institutions

A steady review cadence with (k)lean Analysis™, pricing checks with documentation, ERISA 3(21) or 3(38) support, and education sized for busy clinical teams delivered in materials administrators can use.
Your Operating Reality
Clinician schedules, multiple entities, and varied compensation structures call for a plan that is organized, consistent, and easy to explain to leadership and staff.
What Matters to Your Industry
  • Stable pricing and clear provider responsibilities
  • Eligibility and hours tracking across full-time, part-time, and PRN staff
  • Investment oversight aligned with the IPS
  • Short education sessions and easy sign-ups that fit clinical schedules
  • Documentation that supports audits and committee reviews

What You Can Expect

ERISA 3(21) or 3(38) support, an annual (k)lean Analysis™, ongoing fee benchmarking, and education programs sized for large teams, all delivered in board-ready formats.

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A single point of contact for HR and benefits

Investment monitoring and reporting that follow the IPS

Minutes and action items delivered promptly and stored in the Fiduciary Briefcase

Enrollment support and simple scheduling across locations

NAPA Top DC Advisor Teams

The NAPA Top DC Advisor Teams list issued on March 18, 2025 for the 2025 year highlights retirement plan advisor firms that are in a single physical location, and have at least $100 million in DC assets under advisement.  The list is based on self-reported assets under advisement as of December 3, 2024. 433 teams were selected. No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

NAPA Top Women of Excellence- MVP

NAPA Top Women of Excellence – MVP award issued by National Association of Plan Advisors (NAPA) on October 20, 2025 for the 2025 Year was awarded to non-producing (possibly) licensed relationship managers primarily focused on managing relationships and the retention of clients.  The financial professional applied for the recognition.  Criteria used to determine the winner(s) includes information provided on a series of quantitative and qualitative questions on their experience and practice, as well as accomplishments, contributions to the industry, state of workplace retirement plans and the ways in which they give back.  Numerous people were considered for this honor and 110 were selected in the MVP category.  No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

PLANADVISER Top Retirement Plan Advisers

The PLANADVISER Top Retirement Plan Advisers listing issued on March 21, 2025 for the 2025 year recognizes the top retirement plan advisers in the industry based on quantitative measures. Criteria to be listed requires advisers to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Numerous people were considered for this honor and 267 were selected. No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.