For Businesses

YOUR DEDICATED RETIREMENT PLAN CONSULTANT


As an extension of your HR Department, we provide clients in New Jersey, New York, and Pennsylvania highly personalized 401(k) advisory and fiduciary services that truly benefit plan sponsors and participants. As your trusted retirement plan partner, we work hand-in-hand with you and your staff to ensure that you are meeting all of your fiduciary responsibilities.
 

IS YOUR CURRENT ADVISOR A FIDUCIARY?


One of the key things that sets us apart is that we contractually sign on as a co-fiduciary at the plan and participant levels, providing administrative, compliance, and communication support and resources.
 

ONGOING OVERSIGHT, ANALYSIS, AND OPTIMIZATION


For employers, we proactively monitor and recommend adjustments to your plan to optimize ongoing performance, rather than taking a set-it-and-forget-it approach:

  • ANNUAL INVESTMENT REVIEWS: We produce a detailed investment analysis and benchmark funds and fees in the plan.

  • ANNUAL FIDUCIARY REVIEW MEETINGS: We will take meeting minutes to document that all items on our fiduciary checklist were reviewed and detail the action items required by all service providers.

  • OPTIMIZING PLAN DESIGN AND ENSURING COMPLIANCE: This includes reviewing plan eligibility and notice and disclosure requirements, as well as overseeing all aspects of compliance in a changing regulatory environment.

Schedule a Discovery Call