Business Owners

We Analyze Your Current Plan

Plan Provider Analysis

We offer an independent annual review of the plan provider, including analysis of rates of returns, fees charged, provider communication materials and the service provided.

Selection

  • Assist the plan sponsor in selecting a plan provider.
  • Plan introduction meetings available to all members.
  • Host regular meetings every 12 to 24 months with members to review economic conditions, plan performance and retirement planning tips.