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

"Financial Independence for Women" Wealth Wisdom graphic with young woman on computer

Financial Independence for Women

Financial independence is a goal that every individual, regardless of gender, aspires to achieve. However, women often face unique challenges when it comes to their finances. Originally featured on MoneyGeek, CSP Advisor Christina E. Todd, CDFA®, CFP® shares insight.

Notebook reading "Tax Credit" sitting on top of cash and calculator.

Retirement Savings Tax Credit

Did you know that you can get a match on your 401(k) contributions when you file your taxes, if you qualify? It’s called the Retirement Saver’s tax credit.