Small Business Retirement Plans
We offer ERISA retirement plan services to small businesses. As a 3(21) fiduciary, we serve as an investment advisor and a co-fiduciary to the company retirement plan.
Investment Policy Statement
Assist in development/review of investment policy statement (IPS.)
Investment Advice
Investment advice consistent with the IPS.
Investment Selection
Assist with the selection of a broad range of investment options.
Investment Monitoring
Assist in monitoring investment options - periodic investment reports and review meetings.
Employee Education
Assist in the education of plan participants - general investment principles, investment alternatives under your plan.
Employee Engagement
Assist with group enrollment meetings designed to increase plan participation & employee investment & financial understanding.