We help small to mid sized businesses build and managed cost effective & efficient retirement plans. This service helps business owners maximize the tax advantages of sponsoring a retirement plan, and delegate some of their fiduciary responsibilities.
Services We Offer
• Retirement plan advice & management
• Consulting as ERISA section 3(21) fiduciary
• Plan management as ERISA section 3(38) investment manager
• Construction & execution of investment policy statements
• Selection, monitoring and replacement of investment options
• Participant education
• Participant guidance & advice
• Plan benchmarking
Why Choose Us
Employer sponsored retirement plans can be a wonderful benefit to employees. But all too often they're confusing, time consuming, and expensive.
Retirement plans we manage for our clients are transparent, easy to manage, and very cost effective. They also present less risk, as most of our clients delegate some of their fiduciary responsibilities to us.
Plans We Work With
We work with an array of retirement plans, and commonly help our business owner clients decide which plan best suits their objectives. Common plans we work with include:
• Solo 401(k)
• Profit Sharing
• Defined Benefit
How Much It Costs
Fees range from 0.15% to 1.5% of plan assets per year, depending on the scope and complexity of services provided. Most plans are subject to a minimum annual fee of $2,500.
Minimum Asset Levels
We do not require a minimum asset level for retirement plans, and work with both existing plans and new start up plans.
If you feel like your organization could be a good fit for our retirement plan services, click the link below to schedule a 30-minute introductory chat.