We support employers looking to improve their retirement offerings and who have plan assets over $5 Million. With more than 70 years of combined investment consulting, plan management, and compliance advisory experience we provide unbiased, independent advice.
We build customized, cost-effective, and highly valued retirement plans that integrate with each company's total compensation strategy. This includes profit-sharing plans, defined benefit plans, defined contribution/401(k) plans, executive retirement plans, cash balance and retirement shares, open-architecture for mutual fund options, and more.
Fiduciary Risk Management
We use a comprehensive methodology that delivers measurable, repeatable, and predictable outcomes. Using our structured investment selection and monitoring process for clients' retirement plans, we guide fiduciaries to improve fiduciary decision-making.
Internal analysts prepare our customized and objective reports and are presented by investment consultants to committees to provide a thorough quantitative and qualitative analysis to identify best overall fund options so committees can take action to place fund managers/funds on a watch list for further review or to maintain, terminate, or replace managers/funds.