ERISA 3(38) Investment Manager
We will take the role of the outsourced investment committee providing fund selection and monitoring.
Plan Participant Live & Online Education
Everyone in your workforce – every level of employee – will have access to our unbiased education and guidance-in a comfortable, nurturing environment. Our philosophy: this is not wealth management… this is wealth creation.
Ongoing Plan Sponsor & Plan Participant Support
Our proactive service team answers plan sponsor calls and provides highly – personalized attention.
Keep your clients and customize an offering that meets their needs:
- Front-End Support
- White Label
- Investment and Analytical Reporting
- Back-End Services
- Education Program
- Education Curriculum
Let us fill the gap by improving your service model and leveraging your time.