Our Process

  • Plan Assessment

    Review goals and objectives of plan and progress toward them.
  • Full Disclosure Assistance

    Assist committee and HR with review of all disclosures and filings.
  • Plan Design Review

    Ensure that the design of your plan is driving the outcomes you desire.
  • Evaluate Current Technology and Service

    Take inventory of current technology and service options and present solutions.
  • Fee and Service Benchmarking

    Conduct inventory of plan service and fees.
  • Vendor Benchmarking and Search

    We routinely benchmark vendor pricing and services every three years to ensure clients are receiving competitive services
  • Regulatory Adherence

    • Provide routine regulatory and industry-trend updates
    • Position as industry leader gives us unique insight
    • Position with ARA and NAPA gives access to DoL, Congress, and regulators
    • Member of several vendors' Advisory Councils, so we are aware of coming technologies
    • Investment Advisory Services and Protection
  • Investment Advisory Services and Protection

    • Customize a quantitative and qualitative investment review
      • Do not rely on vendor's conflicted suggestions
      • Provides practical Fiduciary protection vs. flimsy vendor "guarantees"