The traditional approach is broken
Lack of service
Complicated investment decisions
Limited Financial Literacy
Conflicts of interest
Fees are high & hidden
How can we help?
Investing made easy
No more do your employees have to worry about making complex investment decisions. We actively manage the portfolios for you and your employees.
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We'll do the legwork
You have many business priorities to attend to. We get that! That’s why we built our turnkey solution to minimize the administrative burden of setting up, transitioning and maintaining a retirement plan.
We’re a fiduciary
As a fiduciary we are legally obligated to serve your best interests. This means no proprietary funds, no conflicts of interest, and transparent fees. We ensure CAP governance and compliance is maintained and mitigate risks associated with a sponsor's fiduciary role.
We offer competitive fees
We access funds at low institutional prices. The cost savings of buying in bulk are passed on directly to your employees.
We’ll go above
and beyond
Satisfied and
engaged staff
Going above and beyond is our mantra. That's why we provide you with a dedicated account manager and a personalized service model catering to your unique needs. That's what we call service excellence!
We focus on improving overall financial literacy and educate members on saving, instead of how to invest. Our hands-on approach consistently results in improved engagement and satisfaction levels that will help you attract and retain talent.
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