We have one vision: Help people accumulate enough money for retirement so that they do not outlive it. We call this goal Retire for a Lifetime. And it’s not just a poster on the wall. It inspires everything we do.
For more than 40 years, we have been helping employees, companies and individuals save and invest for retirement. In that role, we can act as Consultants, Recordkeepers, Third Party Administrators, Investment Advisors, Fiduciaries and Actuaries. In every role, we are dedicated to making retirement happen.
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.
Vision & Values