As a team with extensive knowledge in retirement plan consulting, we understand and proactively address the evolving interests of business owners, their respective committees, and their employees. With access to industry experts and a team approach, we have the understanding and ability to coordinate with you, your plan provider, and Third Party Administrator to help meet your retirement plan needs and goals.
Acting as fiduciary, we have the knowledge to understand the ever-changing environment and the experience to implement industry best practices.
Our full service model includes:
- Plan & Provider Review and Benchmarking
- Plan Design Opportunities and Enhancements
- Fiduciary Services 3(16), 3(21), and 3(38)
- Fiduciary Management Education for Plan Sponsors
- Investment Management Selection, Review and Performance Reporting
- Participant Education – groups or one-on-one
- Financial Wellness Programs
- Ongoing Service & Support
As financial advisors, we can provide access to Wealth Management, Commercial Banking and Investment Banking as well as traditional bank products and services to accommodate clients’ needs through Wells Fargo affiliates, and by providing short and long-term retirement and succession planning.
Industry Recognition & Designations:
- Top Defined Contribution (DC) team recognized by National Association of Plan Advisors (NAPA): 2017, 2018, 2019, 2020, & 2021
- C(k)P®: Certified 401(k) Professional (the most rigorous credential available in corporate retirement plans)
- AIF®: Accredited Investment Fiduciary
- IPFC: Institutional Plan Fiduciary Consultant
- CFP®: Certified Financial Planner
- CRPC®: Chartered Retirement Planning Counselor
- MBA: Masters of Business Administration in Finance