We know each plan sponsor has needs and services
unique to their company. We provide personalized attention
to the specific needs of our clients.
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Prudently selecting and monitoring your plan’s investment options to create an effective lineup that is well-suited to meet the needs of your specific participants.
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Continually reviewing your service providers to help ensure you are receiving optimal services at a reasonable cost.
Building strong plan management procedures so your committee can oversee your plan more efficiently and effectively while safeguarding you from liability.
Managing and monitoring the plan operations to ensure compliance with relevant regulations and the efficient delivery of employee benefits.
A Federal judge in the Northern District of Texas has ruled in favor of the plaintiffs in the ESG-focused case Spence v. ... Read more
The push to pass legislation allowing collective investment trusts (CITs) in 403(b) plans couldn’t get over the finish line ... Read more
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