Company Benefits

Today’s educated worker recognizes the benefit of a properly designed retirement plan. Employers that offer retirement benefits through their company build a competitive edge that allows them to attract better and brighter employees to their business. Not only do properly designed retirement plans set companies apart from their competitors, but it shows current employees how much value is recognized from the services and skills they offer.

We have a full time retirement plan advisor on staff to help companies offer the most suitable 401k and profit sharing plan designs available. With a suite of competitive record keepers, TPAs, and 3(38) Fiduciaries, we believe our completely transparent turnkey approach is second to none in the marketplace.

One of the most important, yet least understood, aspects of offering a company retirement plan is fiduciary compliance. Our clients look to us to gain specific direction on how to properly set up their plan and maintain it in a way that will guard against potential liabilities.

By using investments that are low cost and being completely transparent with fees and expenses, we help our clients stay in compliance with DOL and IRS regulations. Additionally, as a Registered Investment Advisor we become a co-fiduciary to the retirement plan, working together to give the employees the best opportunity to succeed in preparing for their retirement through your company retirement plan.

For employers that are looking to offer additional group benefits, we have strategic partners that can help with individual and group health insurance options and other employee benefits.