Consulting
Our expert advice across Plan design and implementation encompasses a range of disciplines and addresses both qualified and non-qualified retirement programs. We service a wide range of disciplines including traditional qualified plans, non-qualified deferred compensation plans and, most importantly, the proper and seamless integration of the two.
Investment Advisory Services
We act as independent counsel to recommend investments that help increase returns, help reduce risks, and ensure unbiased analysis. Our job is to educate the client on the various investment options available so that the proper decisions can be made.
Employee Communications
We have the ability to create and implement communications to reach employees throughout their Plan participation using a range of media including Internet, telephone, and video presentation.
Recordkeeping & Administration
We review and support administrative systems provided by selected vendors, enabling a single point of contact for all client services.