Plan Sponsors
Empowering Participants. Strengthening Retirement Outcomes.
A strategic, customized approach that helps employees and executives pursue long-term financial confidence and prepare for retirement with clarity. Our planning approach addresses the complex financial needs of today’s workforce, offering tools and support that help individuals take action with intention.
Executive Financial Planning
Tailored planning strategies for executives that coordinate compensation, tax-efficiency, and long-term financial planning.
CFO Services
Helping with budgeting, forecasting, data analytics, preparing financial statements, scenario modeling, tax planning and more. If your business office needs support, our tax team has resources for you
Data Analytics
Working with business owners to provide forecasting, projections, key performance indicator (KPI) metrics, and other data driven insights.
Sponsored Retirement Plan
Sponsoring a retirement plan is a powerful way to support your team’s future—and having an invaluable partner by your side ensures it’s done with confidence, care, and expertise.
Employee Financial Services
All of your employees can benefit from financial and benefit support. We meet with your colleagues to work toward their path to financial freedom.
Executive Financial Services
Executive partners have sophisticated financial planning needs. Our team provides a comprehensive package to support their compensation structure, investing, wealth management, insurance, tax, and estate planning needs
Tax Planning
We partner with experienced professionals who provide comprehensive tax preparation and planning services—including individual and business tax returns, strategic tax planning, tax projections, entity filings, and sales and use tax compliance.
Additional Compensation Packages
Business owners looking to design differentiated and nuanced compensation packages benefit greatly from an invaluable partner who brings expertise, strategy, and clarity to every decision.
Retirement Plan Consulting
We collaborate with plan sponsors to enhance fiduciary oversight, improve fee visibility, and review plan documents - helping position your plan for better outcomes and lower potential exposure.
Plan Partners Review
It is important to conduct your due diligence on your retirement team on an ongoing basis. We provide independent guidance on your team, your partners, and the contracts in place for your retirement plan
TPA or 3(16)
Administrative support for your plan has moved to the forefront. We help you establish, vet, or ratify your administrative decisions and support
Contract Reviews & Best Practices
We read through all of the record keeping documents, partner contracts, and material governing you plan and provide a summary and recommendations concerning items that need discussed, addressed, or revised
Fiduciary 3(21) / 3(38)
We support your plan fiduciary and help you as the plan sponsor ask the right questions - from investment policy statement to custom target date funds
Regulation Adoption
The last 20 years have been unprecedented with regulation changes. Your plan has been influenced by great decisions as it adapted over time. We review your choices, uncover opportunities, and audit critical decisions to maintain compliance
Plan Document Review & Best Practices
Administrative support is crutial. Mandatory adoption of new regulations happen yearly. Our team will work with you and your TPA to ensure compliance, reduce risk, and enhance the plan's effectiveness in meeting employer and employee goals
Cost Analysis
Benchmarking your plan for appropriate fees from your record keeper, advisor, TPA, auditor, and other plan partners is more than a best practice. Having an independent consultant provide cost analysis avoids many conflicts of interest
Participant Education
We engage your workforce through personalized outreach, in-person consultations, and virtual access - helping your employees make better financial decisions through consistent education.
In-Person Consultations
There are many ways to help participants, but nothing beats a handshake when building trust and discussing personal financial matters. Our team shows up. We support financial education with in person meetings.
Proactive Participant Engagement
It is difficult to make time for everything that needs done during the day. Our team uses the data from your record keeper to uncover opportunities to invite engagement, from listing beneficiaries to considering Roth contributions, if it could help, we reach out.
Group Meetings
Presenting important changes or introducing enhancements to your benefit allows our team to earn political capital for your benefits team and address common questions, concerns, and ideas. We love an opportunity to present to your team
Terminated Participant Outreach
Just because someone has left employemnt does not mean you can stop communications about your plan. We reach out to former participants to engage on their options and facilitate changes that are in their best interest
Independent Advice
We do not represent any one financial company or any investment provider and we do not work for a corporation that mandates investment choice or individual fees. Our goal is to provide personalized comprehensive advice as a fiduciary
Virtual Office Hours
Meetings need to happen on a participant's schedule so we compliment our on campus availability with virtual office hours hosted throughout the semester
