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Since we are not affiliated with a broker-dealer and have no conflicts of interest, you receive unbiased advice on your plan. |
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We reduce your fiduciary liability by being a Prudent Expert for your plan. |
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You work directly with a Partner of the Firm and have access to a Consulting Team that averages over 20 years experience - Accredited Investment Fiduciary (AIF®) , Chartered Financial Analyst (CFA) ,
Certified Employee Benefits Specialist (CEBS) , and Certified Public Accountant (CPA) . |
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We acknowledge our fiduciary status in writing, unlike a broker who is under a suitability standard. |
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We have a comprehensive unbiased process in evaluating funds providing you comfort that you and your employees are offered the best options available. |
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We document the fund selection and provide ongoing fund monitoring to fulfill fiduciary requirements. |
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We analyze your costs to ensure they are reasonable, and account for
revenue sharing arrangements with your Providers. We negotiate lower share classes on your behalf. |
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We have a comprehensive process to monitor Vendors/Service Providers. |
