Are you a small-business owner offering a retirement plan to your employees?
Imagine delegating that responsibility to us, reducing your liability so you can focus on what matters most: running your business. We offer ERISA retirement plan services to business owners using the same investment methodology we currently use for individual clients.
Lean on the Experts
The simplest way to protect your company’s retirement plan is a 3(38) fiduciary investment manager. We handle many of the challenges that come with monitoring your ERISA plan. We’ll take on the fiduciary role and responsibility for your plan’s investment lineup, staying current on changing regulations and compliance.
Who we serve
We typically serve businesses with 2 to 500+ employees, including the following:
- Medical practices
- Law firms
- Construction/Trades companies
- Government contracting firms
- Manufacturing companies
- Creatives
The types of plans we specialize in are:
- Group Life
- Voluntary Benefits
- 401(k)
- 403(b)
- Profit-Sharing
- Defined Benefit
