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Mission

Mission

We are committed to helping your company create and maintain all aspects of a successful high-quality retirement plan by providing a superior level of governance, plan effectiveness, investment selection, monitoring and servicing. We accomplish this by using a process-oriented and unbiased consulting approach focused on enhancing plan administration and servicing, lowering fees and expenses, increasing employee appreciation and utilization of the plan, and improving investment performance, all of which helps the plan sponsor maintain compliance while assisting plan participants to reach their retirement goals.

Value Proposition

We are a premier fiduciary, retirement and financial consulting firm with more than a century’s worth of combined investment and advice experience, governed by a strict code of ethics, that specializes and is committed to providing comprehensive services for plan sponsors and participants to protect and enhance our client’s assets.