Retirement Services

Fiduciary Consulting

Employee Participation, Advice and Education

Investment Selection and Monitoring

Our team can assist business owners and retirement plan sponsors with:

Our team can help your employees take full advantage of the benefits offered.

Our team’s goal is to find the most effective investment options for your plan participants at the lowest cost.

  • Plan design, in conjunction with appropriate service provider selection
  • Investment Policy development and monitoring
  • Vendor search and pricing negotiation
  • Fee review and analysis
  • Regulatory updates
  • Annual retirement plan health review
  • Employee Education — one on one or group
  • Individual advice on asset allocation, investments and retirement
  • Ongoing communication plan
  • Retirement readiness strategies
  • Participation strategies
  • Investment evaluation and selection
  • Investment selection as a fiduciary to the plan
  • Investment monitoring and action as necessary
  • Target Date Fund evaluation, selection and monitoring

Perspectives

Retirement Services Diamond Chart

Featured Financial Insights

Orange sticky note with the words "Inherited IRA" next to a calculator and stack of money. Headline reads: Wealth Wisdom.

Clarification for Inherited IRA Distributions

The IRS recently clarified some of the language addressing how/when distributions should be taken from an inherited IRA. Here's what you need to know.

Photo of someone drawing a bar graph in their journal with the words "Retirement Plan," referencing the retirement Secure Act 2.0.

Retirement Secure Act 2.0 Major Changes

How have contributions changed? What are the new required minimum distributions? Here are some highlights of the biggest changes affecting 401k plans from the Retirement Secure Act 2.0 legislation.