401(k) Plan Consulting

Advising you on your retirement plan is our core business. It’s our expertise and our passion. Serving as an ERISA fiduciary to your plan, our mission is to make sure your employees are ready to retire when they want to retire, and help protect plan fiduciaries from liability.

As your business partner, we are expert intermediaries and advocates for both plan fiduciaries and employees. Our deep and narrow focus, industry-leading expertise, objective advice, robust technology, and team approach have allowed us to consistently help plan sponsors reduce and control cost, increase participation, minimize fiduciary liability and build retirement plans with investment flexibility.

401(k) Plan Consulting Services

Fiduciary Protection

Reduce your fiduciary risk and satisfy the highest duty of care in our legal system through our proven Fiduciary Fitness Program.

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Investment Selection and Monitoring

Optimize your investments, manage risks, and reduce fiduciary exposure with our proprietary institutional Scorecard℠ System and Fiduciary Investment Review.

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Fee Benchmarking and Vendor Selection

Learn exactly what you’re paying, compare with bids, and maximize your negotiating leverage using our B3 Benchmarking and proprietary database.

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Optimal Plan Design

Implement high impact plan design strategies and improve employee retirement outcomes through our PLANavigator™ system.

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Preparing Employees.
Protecting Fiduciaries.