Achieve your financial goals with our individualized plans created by our Financial Advisors working hand-in-hand with our Research Team. Our expert teams will examine your investment tax efficiency and carefully balance that with your return and risk objectives.
Our team will serve as a fiduciary in your corporate benefits planning. We'll assist with:
Empower your employees to take full advantage of the retirement benefits your company offers. We'll enhance and increase employee participation through:
Get the most effective options for your plan participants, and at the lowest cost. Our team will monitor and continuously update our options so that your organization reaps the best possible rewards.
Our clients save an average of 50% on 401(k) fees.
Based on industry average bundled investment, record keeping and trustee fees of 1.85% for plans with 10 participants and $500,000 in assets. Source: 401(k) Averages Book, 17th Edition.
All investments have fees, no matter where you invest. You won’t find any financial institutions who will work for free, but some will charge more than others. Simple logic demonstrates that, if more money is taken out of your account for fees, you’ll have to make up for it in returns (which aren’t guaranteed). When everything else is equal, higher fees can have a huge impact as they compound over time.