Our careers have been dedicated almost exclusively to ERISA Plans since 1980.
We are Retirement Plan Consultants and Investment Advisors serving 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 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
President and Founder
Chip is President and Founder of the firm. Chip’s clients benefit from the practical knowledge and expertise he has obtained from nearly 40 years serving in a diverse array of capacities within the retirement plan industry; including plan administration, recordkeeping, trust accounting, pension actuarial analyst, investment advisor, consultant, and business owner. Chip has a passion …More
Jamie is an investment analyst of the firm. Jamie attended University of South Carolina where he earned a Bachelor of Science in Marketing and Finance in 2008. He is gaining practical experience before pursuing his CFP designation.