The Essential Conference

May 19-20, 2016–Branson, MO

The Pension Focus Conference provides current information about retirement plans including new IRS and DOL rules and regulation, economic updates and more.

Register Today

Employer Services

Helping you manage your employer-sponsored retirement plan.

Upcoming Events

  • May1911:30 AMPresentationPresentation
    Pension Focus Conference

    at Chateau on the Lake, Branson MO

    Join us for one of the retirement plan industry’s most respected conferences for plan sponsors and fiduciaries including benefits managers, HR directors and CFOs. This conference gives Plan Sponsors the opportunity to gain valuable, relevant industry knowledge with breakout sessions for Plan Administrators and Plan Fiduciaries, as well as a Roundtable Discussion with all conference speakers.
    Registration at pensionfocus.org

2.4 billion
Assets Under Advisement
1:9
Professional to Client Ratio
95.4%
Our Client Retention Rate

As of Q4 2015

Blog

 

Best Practices From Our Experts

Apr
29
2016
Paint me your Retirement Picture

by in Individuals, Participant

Every day retirement advisers help people plan for their retirement by quizzing them on their assets, liabilities, personal finances, net worth, and lifestyle choices.  They assist people in establishing and reaching retirement financial goals.  The advisers crunch numbers and analytically estimate what retirement will look like for their clients. They build graphs, make assumptions, and […]Read More

Apr
22
2016
When to Buy and Sell Mutual Funds

by in Investment, Participant, Uncategorized

The equity markets have been choppy over the last year and a half.  Last year we had one of the worst Septembers to immediately be followed by one of the best Octobers. January 2016 started with a large cap pullback in the 5% range to have the markets rebound close to 6.5% in March. [1] […]Read More

Apr
22
2016
You and You and You are all Fiduciaries!

by in ERISA

The Department of Labor’s (DOL’s) long anticipated fiduciary rule has finally been released, and it will become effective (for the most part) on April 10th, 2017.  The new rule in its final form broadens the definition of “fiduciary” in order to cast a wider fiduciary net over more financial professionals in the retirement planning industry.Read More