Services for Corporations

We partner with employers to create and maintain retirement programs which insure both the employers and participants the Fiduciary support, guidance, and superior plan service needed to help maximize their opportunities for a successful retirement.

Employee and Executive Benefits

Our Firm specializes in helping employers assess the options for their corporate retirement programs. Competitive retirement plans are critical to attracting and retaining quality employees.

We will create a plan centered around your employee's needs and available resources. We work with your tax and legal advisors to help you understand the advantages and disadvantages of the available choices.

Our consolidated approach to benefits planning will lower your overall costs, eliminate duplication of your staff's efforts, and increase their efficiency. Our knowledge and experience will help you ascertain and implement the correct plan design and provide ongoing service to administrators and employees.

Plan Sponsor Support

We provide our plan sponsors (employers) with:


  • Fiduciary advice in creating and maintaining a diversified menu of investment options (3(21) advisory  or 3(38) management.)
  • Comparison to industry benchmarks, so that you know how your plan rates against others
  • Monitoring plan investments to reaffirm they are meeting investment policy criteria, reviewing your investment options on a quarterly basis
  • Reviews of fiduciary issues and ERISA law changes annually in order to keep your plan in compliance



Participant Support


We provide your participants (employees) with:



  • Education and motivation to maximize the value of their plan
  • Face-to-face meetings to discuss investment choices
  • Goal setting for future deferral increases and proper planning



Informed participants make all the difference in how a plan operates. It will empower the employees, by helping them reach successful retirement, and the employers by meeting their fiduciary responsibilities.


Visit our Featured Links page for more information on Qualified Plans for Corporations.