performance-driven retirement plan management

Employer Services

Helping you manage your employer-sponsored retirement plan.

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2.86 billion
AUA/AUM
1:8
Professional to Client Ratio
95.4%
Client Retention

As of Q3 2016

Blog

 

Best Practices From Our Experts

Dec
21
2016
Todd Hughes Quoted in DETROIT FREE PRESS

by in Company News, Vendor

Todd Hughes, JD, Director, ERISA and Vendor Services, was recently quoted in a DETROIT FREE PRESS article “Would you know if you are paying too much in fees with your 401(k)?”. Todd explains how excessive fee lawsuits have increased concerns about conflicts of interest and the lack of transparency in the retirement plan management industry. […]Read More

Dec
14
2016
3 Things to Know About Using Fixed Income Indexes to Gauge Performance

by in Individuals, Investment

Recently, we published an article on the differences in Equity Indexes. While surprising how different some of these Equity Indexes can be (and by extension the Index Funds that follow them), the Fixed Income Indexes are a completely different universe. If the Equity Index and the Index Fund do not match, there will be differences […]Read More

Dec
8
2016
6 Year-End Retirement Plan Tips to help your portfolio be top performing

by in Individuals, Participant

The end of the year is approaching fast. For many of us, that means spending time with friends and family and eating way too much.  Before we get distracted from one of the happiest (and most stressful) times of the year, here are some year-end tips you may want to consider with your investments:Read More