Guided by Your Interests - Not Ours

​We tailor retirement plans that work for your business—not the other way around. As your partner, we offer flexibility in how we support your plan. Whether you need us as a 3(16) fiduciary to handle plan administration, or as a 3(38) fiduciary to manage both administration and investment selection, we’re here to meet your needs. 

With a 3(16) arrangement, we take on the day-to-day operations of your 401(k) plan—handling compliance, filings, and administrative duties—while you retain control of the investment decisions. If you prefer a more hands-off approach, our 3(38) fiduciary service includes all of the above, plus we assume responsibility for selecting, managing, and monitoring the plan’s investments.