Private Education
Committed to Stronger Financial Lives for Educators
A strategic, personalized approach to help school professionals pursue long-term financial confidence and make informed retirement decisions. Our planning techniques are tailored to the complexities of independent school employees, providing tools and guidance to help them plan with intention.
Retirement Plan Consulting
We work with plan sponsors to support fiduciary oversight, improve fee transparency, and review plan documents—helping position your plan for stronger outcomes and lower potential liability.
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
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
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
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
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
Participant Education
We engage faculty and staff through proactive outreach, on-campus meetings, and virtual resources—supporting better financial decision-making 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 employment 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
