performance-driven retirement plan management

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Helping you manage your employer-sponsored retirement plan.

Upcoming Events

  • Aug3110:30 AMWebinarWebinar
    Getting to Know Auto Features and How They Boost Plan Performance

    Presented by Todd Hughes, JD

    Date/Time Date(s) – August 31, 201710:30 am – 11:00 am Categories Webinar Join us for our FREE, 30-minute webinar discussing auto features and how they impact retirement plan performance. In this webinar, we will review plan goals and performance indicators, the various pros and cons of auto features, and considerations of adding auto features to your […]

3.18 billion
AUA/AUM
1:9
Professional to Client Ratio
94.3%
Client Retention

As of Q2 2017

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Best Practices From Our Experts

Jul
13
2017
2nd Quarter 2017 Capital Market Review

by in Investment, Retirement Industry Updates

The 2nd quarter of 2017 continued the streak of new highs in equity markets.  While this bull market has already lasted longer than most; investors still seem to be overly cautious, expecting a pullback at any moment.  However, this nervousness is likely the reason the pullback has not happened. The longer the nervousness continues, the […]Read More

Jun
22
2017
The Tools Your Retirement Plan May Be Missing: Auto-Enrollment & Auto-Escalation

by in ERISA, Participant, Retirement Industry Updates, Uncategorized

What are your goals for your retirement plan? Are you a plan sponsor reviewing your plan and wondering to yourself, “Why is my plan not performing competitively against others,” or even more so, “How do I increase employee participation in my retirement plan?” The answer could be, as we will outline in this post, something […]Read More

Jun
9
2017
DOL Fiduciary Rule is Here – Are You Prepared?

by in ERISA, Regulatory Updates, Retirement Industry Updates, Vendor

In an earlier blog, “DOL Fiduciary Rule Delayed: Future Still Remains Unclear,” we communicated that the Department of Labor’s (DOL) Conflict of Interest Rule (also known as the Fiduciary Rule) would become applicable June 9th, 2017. As a result, after today, investment advice providers to retirement savers will become fiduciaries, and the “impartial conduct standards” […]Read More