Your vision. Our expertise.

A meaningfull retirement, so you can Retire for a LifetimeYou need a retirement plan that is easy to manage, compliant and cost-effective; one that meets its primary goal: helping your employees achieve retirement readiness. And you need a trusted partner who can manage the details so you can focus on your business.

When you partner with us, you receive all of the services you expect from an independent, national retirement-benefits provider, plus our client-first focus.

 

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Our Approach

Independent, full service.

You’ll have access to all the services you’ll need to establish and operate a retirement plan, including an open-architecture platform of custodians and trustees such as Schwab, Matrix and Fidelity.

Investment Fiduciaries.

You’ll benefit from our investment process, which offers a virtually unlimited universe of investment alternatives and assures you complete objectivity. Our compensation remains the same, no matter what investments you choose.

Participant experience.

You and your employees will benefit from our unique Hire to Retire Experience, an employee-focused approach that offers dedicated service and better retirement outcomes.

What it looks like for you

You’ll always know if your participants are on track to retire with our “Is Your Plan Workingreporting program, a service that helps you and your participants know where they are on their savings path—and gives you complete plan transparency while making it easier to satisfy your fiduciary responsibilities.

When you work with us, you’ll receive:

  • Tailored plan design and administration.
    In addition to providing plan design and an overall strategy to meet your goals and objectives, we offer in-house recordkeeping, administration support and ongoing consultation.
  • Implementation roadmap.
    You’ll receive full support during implementation, from plan documents and enrollment meetings to supporting your first payroll process.
  • Customized communications.
    Whether enrollment is face to face or automated, our customized approach to the participant experience supports your employees from hire to retire.
  • Reports and benchmarking.
    With our reporting suite of tools, we’ll make sure you know if your employees are on track with their savings, how your plan and fees compare to others’ and what your responsibilities are.
  • Dedicated team and support.
    In short, we’re here to help you every step of the way.
Our work culture

We believe prudent processes and a trained staff are essential to the success of our clients and our organization. We take the time to cultivate a fiduciary-friendly culture and ensure our processes conform to best practices.

We currently service more than 1,000 plan relationships in the small– to large-sized markets, with a participating-employee count ranging from just a few individuals to more than 5,000 employees. We were the first U.S. Recordkeeper to earn CEFEX/ASPPA certification, and we consistently maintain a voice on Capitol Hill. We’re proud of our accomplishments, believing they will help you make retirement happen.