Plan Sponsors


Our qualified team of retirement plan specialists supports Plan Sponsors by managing fiduciary liability and educating their participants. We specialize in providing customized solutions from plan design to participant education. We provide fundamentally-based, consolidated reports that illustrate how or why an investment was chosen. Our proactive approach strives to increase employee deferrals, allowing employees to pursue a meaningful retirement. We focus on clients who want the strengths of an independent firm, but seek individualized advice and service.