We Save Companies Time & Money, While Reducing Risk and Improving Performance
Opportunities and Benefits
Building Your Fiduciary Firewall
Since 2004 we’ve used a transparent process to identify and eliminate hidden and excessive 401(k) fees.
We can help you use a portion of these savings to streamline plan operations, properly outsource fiduciary duties, and improve employees’ retirement.
When it comes to their company’s retirement plan, most employers have been left “holding the bag” for liability they think they’ve delegated.
We can help you properly outsource your fiduciary responsibilities so that you don’t have to become the expert.
Lower fees and expenses in combination with a high touch service model can improve participant performance by 3% or more per year.
We can help you unlock the link between retirement security, productivity, and profitability.
From Edison to LaRue, What the U.S. Supreme Court’s Decisions Mean for You! On May 18, 2015 the U.S. Supreme Court issued a 9-0 decision in Tibble v. Edison International that many claim [...]
Save time and money while reducing risk and improving performance! Today companies are doing more with less and are looking to save time and money by outsourcing tasks that aren’t part of their [...]
No matter if you conduct audits of corporate retirement plans, provide businesses or executives with business/tax consulting services, or serve as a CFO or controller, your clients (or employer) [...]
When taking an objective look at 401(k) fees, one is forced to question the logic of percent of asset fees (“%AUM”). Although an industry convention, the appropriateness of %AUM fees is brought [...]