Services

401(k) creation, implementation and ongoing service

Independent presentation with appropriate recordkeepers, TPA resources, 3(38) Fiduciary services and financial wellness options. Fees and costs outlined in presentation.

Benchmarking existing 401(k) plans

We utilize Fiduciary Benchmarks to review the health of existing 401k plans including the following elements:

• Quality of current investment lineup

• Fee comparison

• Participation grades

This is offered as a free service to any plan sponsors. By benchmarking the plan you as the owner(s) are compliant with the Department of Labor regulations.

SIMPLE IRA set up and ongoing service

For those businesses that believe a SIMPLE IRA is a better fit than a 401(k) plan. Recordkeeper comparison, transparent fee only investment management, ongoing enrollment and service.

Referrals to other independent service providers

Access to health insurance brokers, CPA resources, HR resources, payroll and business planning, legal and other services.

Insurance and risk management

Funding of Buy-Sell agreements, private funding requirements, business loans, key person insurance and many more open market options for insurance and risk management.  

Business Valuation

Ability to perform non-biased business valuation on several different assessment metrics.