Our Service Commitment
We’re committed to helping our clients improve plan performance, manage fees and services, reduce liability, and decrease their workload.
Each of our client relationships is a fiduciary partnership where we stand in a special relationship of trust, confidence, and responsibility for the retirement assets of participants.
Since 2012, our oversight and investment manager recommendations have resulted in an estimated over $28 million in total client savings.* We also provide quality management services for all vendor relationships.
Many plan sponsors do not have the time to manage every aspect of a retirement plan. For a flat, retainer based fee, our clients receive a team of dedicated financial professionals committed to reducing plan sponsor workload.