We seek to help people by actually impacting their lives. Many firms like ours are singularly focused on the money management aspect of their role, with their attention spent only on charts and graphs and acronyms. While we recognize the importance of the financials, we also pay particular attention to how the people throughout your organization save, invest, and manage their money. The great thing about doing our work within the retirement space is that we get to create value and have an impact on a lot of people: business owners to feel safer and to focus on their employees; HR and benefits professionals to enjoy their jobs more; and hundreds to thousands of employees to live happier, less stressful lives.

Fiduciaries who are truly committed to the highest level of care expect more out of their benchmarking. Their standards go beyond just process focused on cost, instead taking into account the value of every aspect of a retirement plan. We don’t limit ourselves to merely benchmarking fees. We need to understand the quality of services and we help you maximize the value provided by each dollar spent.

We use face-to-face interaction coupled with technology to help find solutions that fit each plan participant. Positive participant outcomes are driven through a combination of person-to-person communication, group meetings, one-on-one meetings, and data collection, all of which contribute to a holistic view of participants’ real needs.