We serve in various fiduciary and co-fiduciary roles to employers that sponsor retirement plans.

Our Retirement Plan Consulting business serves employers with the same holistic and impartial approach that guides all aspects of our business.


Our professionals will perform a comprehensive assessment of your unique needs and collaborate closely with your leadership team and service providers, keeping a keen focus on tangible results.

Our team will become part of yours.

We bring well-informed perspectives to create a strategy that aligns with your needs. Our leadership comes to the table with deep industry experience and is supported by a diverse team that includes professionals focused on the areas that matter most to you, including plan design and administration, investment selection, participant readiness, and executive benefits.

We address a wide spectrum of needs.

Our team is focused on driving improvements by looking at all aspects of your organization’s retirement plan. We gain a comprehensive understanding of your goals, plan design and administration, fiduciary risk and total plan costs. We research the most appropriate investment options and service providers to make recommendations to benefit you and your employees.

We mitigate risk through documentation.

Our well-documented processes lower fiduciary risk, and our robust reporting examines nearly every aspect of a recordkeeper and investment opportunities. This attention to documentation and reporting helps maximize returns, grow assets, manage expenses and elevate outcomes.

We are focused on improving outcomes across your plan.

As an independent advisor, we bring an objective approach and breadth of resources to help reduce plan expenses and optimize results.

Our Retirement Plan Consultants offer experience, customized advice and broad financial insights.

We help implement sound fiduciary governance, optimize your plan, and prepare your employees for retirement.

We may serve as an ERISA fiduciary to the plan, allowing you to delegate certain responsibilities to us.

We help to ensure excellence in plan management through an independent, objective governance and monitoring process. We also help to uphold your obligations through a documented oversight process. Our role is rooted in helping you save time, reduce fiduciary risk and reduce personal liability.

An Investment Policy Statement helps Plan Sponsors mitigate risk by documenting a methodology of selecting investment opportunities.

We provide ongoing reporting, benchmarking and support.

Our team of investment professionals help determine the most effective investment structure and plan options. Through a rigorous analysis of investments and an unbiased approach, we make customized recommendations based on your unique needs, select investment opportunities, help reduce risk, and improve investment performance.

We collect, evaluate, and compare a wide range of data from many different vendors with our access to robust recordkeeper analysis and reporting technology.

We have a deep understanding of how the various aspects of your retirement plan can impact fiduciary risk, costs and overall success. This helps inform our conversations about various service providers, especially those that are well positioned to address your plan’s objectives.

We are focused on ensuring that employees are well prepared when they reach retirement.

To assist participants on their path, we facilitate the best online resources for account access, education opportunities and personal financial planning. We analyze your employee demographics to identify new ways of increasing plan effectiveness, help you evaluate new plan design ideas. Our customized education and advice strategy is suited to your organization’s culture based on industry best practices. Throughout this process, we track participant success so that the appropriate improvements can be implemented.