Corporate Retirement Plan Services
Our corporate retirement plan services start with a comprehensive planning approach. A complete fact finding and goal analysis is the first step in the process. Retirement plans are put in place for many reasons and there are many structure and service variables. Starting with solid plan design, benefit features, and cost consideration will insure long term success for the plan.

As an independent fee only advisor, we can evaluate and determine the best service provider structure for each plan. Services can be bundled or open architecture depending on feature and cost considerations.

Assuring compliance with fiduciary responsibility is also a key objective in plan management. Many business owners may not be aware of their fiduciary liability in offering a retirement plan.