401k Plan Management

What We Do

Our team provides retirement plan sponsors and participants with services ranging from vendor searches, due diligence, providing assistance with the investment aspects of an investment policy statement, monitor investments as a fiduciary, and provide employee education and advice services. Most importantly we lift the curtain of hidden fees and cost in our clients plans so they know exactly what they are paying and how that effects the plan itself and most importantly, the participants.

“Our work in this area is supported by the US Labor Departments interest in plan administrators and investment companies to disclose the cost of 401K plans. The fee disclosure regulations may very well turn out to be the most important change in the history of the 401K plan.” Ed Siddell, President

Why Plans Need An INDEPENDENT Advisor

We work for neither the service provider nor the plan sponsor. Therefore, we offer proper fiduciary monitoring, independent reports, and unbiased investment advice. We are the first point of contact for plan sponsors and participants for any questions related to the plan. Last, Plan sponsors can reduce their fiduciary risk by having an independent investment advisor acting as a co-fiduciary.