performance-driven retirement plan management

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

As of Q1 2017

Blog

 

Best Practices From Our Experts

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

May
17
2017
Pension Consultants Hosts Annual Pension Focus Conference

by in Company News, Retirement Industry Updates, Uncategorized

Over this past week, Pension Focus hosted another successful year of the Pension Focus Conference (“PFC”). Hosted at the beautiful Chateau on the Lake in Branson, Missouri, the PFC focuses on providing in-depth, retirement plan management education for both plan fiduciaries and plan administrators. This year PFC was fortunate to have several speakers from various […]Read More

Apr
25
2017
1st Quarter 2017 Capital Market Review

by in Individuals, Investment

While capital markets experienced some volatility during the first quarter of 2017, it was significantly tamer than the tumultuous first quarter of the same time last year. The stabilization of oil prices and the consistent signs of economic stability, globally, set the backdrop for positive gains in the first quarter. The political climate in the US, […]Read More

Individuals