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Who We Serve

Retirement Plans for Nonprofits

Compliance support and participant education built for boards, committees, and grant cycles.
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How We Help Nonprofits

With deep experience in nonprofit retirement plans, we help mission-driven organizations align plan performance with tight budgets and diverse stakeholder needs. Our nonprofit retirement plan services keep decisions clear and costs predictable.
Your Operating Reality
Board oversight, grant reporting, and mixed workforces call for a plan that’s easy to run, easy to explain, and documented for auditors and stakeholders.
What Matters to Your Industry
  • Cost control that respects the budget
  • Clear roles among recordkeeper, TPA, and advisor
  • Education that reaches full-time, part-time, and seasonal staff
  • Records organized for board packets and audits

What You Can Expect

We provide 401(k) and 403(b) compliance and consulting with a steady cadence — policy reviews, fee checks, and participant outreach — so leaders can focus on the mission while the plan stays on track.
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Decisions and minutes organized for board packets

Investment oversight aligned to the IPS

Pricing reviewed and negotiated on a set schedule

A single point of contact for staff and committee

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.