Employer sponsored retirement plans
can be complex, but they don't have to be. By utilizing our free software and providing
basic plan information, we are able to sort through proposals from the major carriers
to find the best plan for your employees.
Our Service allows you to easily ask all major providers for the specific features
that you need, and they are thrilled to compete for your business.
If our process helps you find a better retirement plan, we will deduct a small fee
from the new plan to provide ongoing monitoring. Monitoring is a key step in the
fiduciary process, and is how we create an effortless way for you to always know
if you are fulfilling your fiduciary duties.