Bringing fiduciary Expertise to ERISA Plans since 1992.

As Retirement Plan Consultants and Investment Advisors, we serve Retirement Committees of organizations that offer retirement plans to their employees. We deliver the information, insight, and counsel that provide Retirement Committees the confidence in decision-making which conforms to the conduct standards expected from plan fiduciaries.

When counseling clients, we:

  • Serve…By putting client’s interests first.
  • Listen…Honestly and intelligently to understand client needs before assuming what is in their best interest.
  • Apply…Critical and independent thinking beyond the prefabricated, typecast solutions commonly dispensed in today’s rapid-paced, performance-driven sales environment.

Our Institutional specialties Include: 401(k) Service Provider Evaluations | RFP Management | 401(k) Fee Analysis & Negotiations | Fee Benchmarking Studies | ERISA Plan Fiduciary Services | Investment Research and Manager Selection | Investment Performance Analysis | Defined Benefit Pension Plan Risk Management | Pension Diagnostics Studies

Use the links on the right for more information on our service areas.