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For Business Owners

We deliver high-impact service to business owners and non-profit organizations. As an independent firm, we have access to a broad array of institutional investment managers for your corporate cash, and we offer competitive, cost-effective deferred compensation and qualified retirement plan solutions. We provide objective advice on how to structure plans that align with your specific business goals. Our qualified retirement plan services include:

Fiduciary Support

Liability is a significant concern for many business owners. We assist with fiduciary risk management strategies, helping you keep your 401(k) or 403(b) plan in compliance with ever-changing regulations.

Plan Benchmarking

An organization has an obligation to ensure that what you or your participants are paying for the cost of your plan’s investments, record-keeping, and administration is reasonable. To evaluate the competitiveness of your plan, we regularly conduct independent value and fee benchmarking for your service providers.

Plan Participant Education

Participant education is essential to the success of a retirement plan. We will deliver education sessions tailored to your employee demographic needs.

We love working with business owners and non-profit organizations because we are business owners ourselves. We understand the complexities of business planning and execution. Let us help you focus on what you love — running your business.

Contact us today to get started.