Costs Analysis – We will assess the expenses in your current plan pertaining to Investments, Administration, Recordkeeping, Surrender Charges and any other fees involved.
Services Analysis – We will assess your current level of participant and sponsor services, including education, administration support, compliance and other services.
Investment Analysis – We will review your investment options by analyzing your current selection of fund families, money managers, performance and diversity.
Fiduciary Review – We will review regulations such as Erisa 404c, Sarbanes Oxley, and others to see how your plan is equipped to handle their requirements.

Then we use this information to navigate through scores of different providers to match your needs with the best provider(s) available. Increased competition has allowed smaller plans to obtain more services, better options and lower costs. Our independent position affords us the ability to examine numerous options to find the best solution for you.

After diligent review, we will present you with a plan proposal that fulfills your needs and gives you a more secure platform that will grow as your company grows.