performance-driven retirement plan management

Employer Services

Helping you manage your employer-sponsored retirement plan.

Upcoming Events

    No Events are currently scheduled.

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

Jan
31
2017
Morin, et al v. Essentia Health:  A New Twist on Fee-based Cases against Plan Sponsors

by in Uncategorized

A case recently filed in Minnesota took a unique approach to accusing a plan sponsor of charging participants excessive fees. Essentia Health and its subsidiary maintained two plans. One retirement plan established in 1965. The second was a 403(b) plan established in 2009. The original plan consisted of approximately 16,848 participants and $982 million in […]Read More

Jan
27
2017
Q4 2016 Capital Markets Review

by in Individuals, Investment

The 4th quarter of 2016 was another remarkable quarter. For the second time in 2016, the market was upended by an unexpected election result. In the biggest surprise since the Brexit vote, Donald Trump was elected President of the United States. The market reaction was as strong as it was unexpected. Large U.S. companies (S&P […]Read More

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