Helping Employers

Secure Financial Future

As the sponsor of a retirement plan, such as a 401(k) or Profit Sharing Plan, you are helping your employees achieve a secure financial future. The Employee Retirement Income Security Act (ERISA), a Federal law governing private-sector retirement plans, requires that those responsible for managing retirement plans — referred to as fiduciaries — carry out their responsibilities prudently and solely in the interest of the plan’s participants and beneficiaries.

Meet Your Responsibilities

As an Accredited Investment Fiduciary® we will help you meet your fiduciary responsibilities by organizing, documenting, implementing, and monitoring the retirement plan.
We do not sell retirement plans, we help employers decide on which plan and which options make the most sense for them and then we oversee the development, implementation, and the ongoing monitoring of all aspects of the plan.