Institutional Partners

The expertise and scope of services provided by our team are designed to assist plan sponsors in a complete and comprehensive manner.   

A fiduciary is on your side

As seasoned professionals in the retirement industry, we work with corporations, nonprofits, and associations and have an unwavering mission to do what’s necessary to best support our clients.

Client Centered

Our services include assisting plan sponsors with:

  • Plan oversight and governance – maintain knowledge and understanding of state and federal regulations for compliance of programs and practices

  • Investment selection - provide recommendations and monitoring of fund lineups for a diversified portfolio offering for plan participants

  • Benchmarking and request for proposal services – compare plans with others in similar industries  and assist with proposal process for new plan providers

  • Recordkeeper management - track plan assets, investments and earnings, plus statistics such as employer contributions and rollover contributions

  • Retirement readiness strategies – analyze the retirement readiness of plan participants, and develop a strategy for improving this important metric

  • Plan design – help employers develop a customized retirement plan that meets their business, employee and personal objectives

  • Investment management– manage plan funds to meet specified investment goals

Bringing the industry’s best technology to you

Our platform's curated access to resources, investments, technology, services, and tools allow us the freedom and dexterity to adapt and evolve with industry and market changes as they happen. Our continued mission is to provide you with the most cutting-edge, comprehensive planning and investment support available in order to deliver an exceptional client experience at a competitive cost.

Working together to serve you

Working together to serve you

Concurrent Investment Advisors, our strategic operational partner, provides compliance, supervision, operational support, investment due diligence, and technology that allows us to provide you financial and investment guidance through their RIA platform.

Through the Concurrent ecosystem, we are positioned to serve a more expansive spectrum of the needs of you and your employees than ever before.

With Concurrent, we’re able to spend more time answering your questions and less time on administrative tasks.

Concurrent serves you by serving us.