Broker Check

Employer Retirement Plans

We have taken our research and investment process, and applied it to employer retirement plans.  This area of our industry is changing rapidly, and corporate employers have the fiduciary responsibility to have a retirement plan that has the best interests of the employees in mind.  We work with several TPAs and custodians to help ensure that employers are fulfilling their fiduciary duty.

If you are an employer and have questions about setting up a plan, or looking for a second opinion on your current plan, we would be happy to do an analysis of your current offering.  If we see changes that would be beneficial to you and your employees, we will recommend them.  If not, we will give a frank opinion about that also.