Consulting Services

How do we work with you?

Unlike most advisors, we first provide you with recommendations and solutions that don't require a conversion of your plan. While there may be other platforms that better suit your needs, our goal is to enhance your plan without a conversion saving your staff time and money. Our program is designed to be flexible and includes services that are tailored to your needs. Simply select the services that work best for you and your plan, and pay for nothing more. Often the fees you are already paying to your current services providers can be transitioned to us, which costs you and your employees nothing extra even though your service levels have increased. Our fees are simple to understand and fully disclosed in advance.

  • Act as an Investment Fiduciary to the Plan
  • Fiduciary Training for Committee Members and Staff
  • Vault Record Service
  • Investment Policy Statement Implementation
  • Investment Monitoring and Documentation
  • Investment Searches
  • 404(c) Review and Compliance
  • QDIA Review and Compliance
  • Plan Structure & Design
  • 3rd party Fee Analysis and Benchmarking
  • Program Provider Search
  • Program Provider Liaison
  • Employee Education Program Development
  • Individual Employee Meetings
  • Employee Education Seminars

Contact Us

5757 Monroe Street
Sylvania, OH 43560
(419) 318-5500
(855) 258-6295