“the retirement advisor helped my workforce thrive by targeting financial wellness”
Our Simple and Effective 4 step process
Centered around improving the wealth and health of your workforce
01. Define success
We recommend evaluting where your plan currently is and then defining some goals for your retirement program. For us, the gold standard is 90-10-90. Consider this the end goal. Learn more about 90-10-90
02. Maximize Plan Design
When possible, auto everything! Make HR life e.a.s.y. That includes enrollment, savings rate escalation, and investment selection. Research shows that plans with these types of auto features typically have higher participation rates than those that don’t.
03. Target Financial Wellness
04. Monitor and Benchmark
Our Tool Suite has been certified by the Centre for Fiduciary Excellence (CEFEX) for Investment Support Services. CEFEX is an independent global assessment and certification organization that works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs that improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.*
Our idea of a healthy Retirement Plan
Customizable Packages For Your Organizational Needs
Beyond funds, fees, and fiduciary…
Co-Pilot - 3(21) Fiduciary Investment Advice
Designed to provide specific investment guidance in a clear and concise package. We help you cover your bases and stay on track to meet your responsibilities as a plan sponsor.
Supervisor - 3(38) Fiduciary Outsourcing
Steward - 3(38) Fiduciary + Cultural Integration
Designed for large organizations focused on fostering company culture and improving employee retention. This level of services offers total customization and includes a financial wellness program.