Business Retirement Plans

We use an innovative methodology in assisting plan sponsors develop custom retirement plans for their employees focusing on three key issues:

Cost: Select a fund source that has strong historical returns and the lowest fees possible given the plan's constraints.
Diversification: Provide a mix of funds that includes the appropriate fund categories without duplication.
Education: Aggressively educate the employee participants on the benefits of the plan, including the fundamentals of investing, retirement planning, and asset allocation.

An Investment Policy Statement guides the trustees and advisor in all investment decisions regarding the plan. The funds are monitored on an ongoing basis, and the education process is continuous and progressive. Our goal is to provide the employee participants with a strong group of properly diversified funds and the education to utilize them, while helping the plan sponsor limit its own potential fiduciary liability.