FIDUCIARY SERVICES

Solo Retirement Plans

We can design, implement and manage business retirement plans for individual business owners and independent contractors.
Plans can be Traditional 401k, Roth 401k, Defined Benefit, Profit Sharing, and Simplified Employee Plans (“SEP”).
Click here to link to our Business Retirement Plan Guide to learn more.

Multi-employee Plans

For companies with 2 to 100+ employees, we can design, implement and manage defined contribution (401k) and defined benefit plans that meet all fiduciary compliance requirements. We can design plans with high-quality and low-cost investment selections, competitive administrative costs and web-based employee education tools.
Click here to link to our Business Retirement Plan Guide to learn more.

Fiduciary Reviews

We can review existing plans to assess fiduciary compliance and competitive cost benchmarking.