Retirement Plan Management

complete. independent. essential.

Employer Services

Helping you manage your employer-sponsored retirement plan.

ERISA Services

Staying on top of ERISA regulations and requirements is hard—even for the most skilled retirement plan sponsor. Our ERISA Team knows and understands the many rules and regulations you must follow, and can help you keep your plan ERISA compliant.

Investment Services

Finding the right investments for your employees begins with a thorough search. Our Investment Team uses a proprietary system to help you select the best investments for your employer-sponsored retirement plan. Plus, we can help you monitor and manage those investments for the best possible return.

Participant Services

Ultimately, the goal of your employer-sponsored retirement plan is to provide a benefit to your employees. Our RetireAdvisers® Team can help prepare your employees for retirement by designing and implementing education strategies that reflect your plan’s unique goals.

Vendor Services

An unbiased point-of-view is critical to efficiently monitor your retirement plan’s vendors and covered service providers. Our Vendor Team can help you determine necessary and reasonable expenses and find new vendors that benefit your plan.

Individual Services

Helping you prepare for life in retirement.

Retirement Planning Services

Staying active in your retirement planning is key to enjoying the kind of retirement lifestyle you want. Our professionals can help you with all aspects of your retirement planning. We provide fee-based advice to help you stay on the right track and prepare for your retirement goals—financially and non-financially.

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2.76 billion
AUA/AUM
1:7
Professional to Client Ratio
96.4%
Client Retention

As of Q2 2016

Blog

 

Best Practices From Our Experts

Sep
30
2016
All indexes are the same, right?

by in Investment, Participant

For the past decade or so, index funds have become all the rage from academia, to Middle America, to the corporate boardroom. Index funds are designed to replicate the performance of an underlying index by buying all (or substantially all) the securities in that index. There are dozens of index providers such as S&P, Dow […]Read More

Sep
8
2016
A way forward for the Plan Adviser industry – investment selection and removal

by in Company News, Retirement Industry Updates

Performance transparency is the plan adviser’s path to a better future. As a group, we need to openly choose to move off of the path we have been on and move onto this new path. The one we have been on was set for us by the historical roots of the financial services industry. That […]Read More

Aug
25
2016
Checksmart Excessive Fee Suit Requires Closer Look at Fund Performance

by in ERISA, Retirement Industry Updates

A recently filed lawsuit attempts to hold plan fiduciaries to what has been an unprecedented standard until now. Previous lawsuits accused plan fiduciaries (with a slight amount of industry knowledge) of what could be considered “a no brainer”: don’t pay too much. If there is an identical or nearly identical investment option offered at a […]Read More

Individuals