Tailored Solutions
All-in-One Solution Tailored for Business Owners
Partner with us
In our work with individual business owners, we encountered challenges in finding reliable third-party administrators (TPAs) who consistently met deadlines and ensured compliance. This experience inspired us to create a comprehensive, all-in-one solution tailored for business owners. As a locally-based team, we pride ourselves on being accessible, building personal connections, and making sure you know exactly who to reach out to. With us, you’ll have a single point of contact—no need to juggle multiple contacts at multiple companies.
Advisor Advantage
The Advisor Advantage level allows us to collaborate with your existing advisor, addressing any gaps and ensuring seamless plan management.
Bundled
The Bundled service offers a complete solution for businesses, covering plan administration, recordkeeping, investment advisory, fiduciary services, and online participant education.
Comprehensive
Finally, the Comprehensive level encompasses all these services, with the addition of in-person participant education and financial planning, providing a truly holistic solution for your team.
Advisor Advantage
For those companies that already have an advisor that they and their participants like working with, we can work with that advisor to provide a complete package for the company. When working with Outside Advisors, we determine what services they would like to provide to the client and then we come alongside them to provide the rest of the services necessary to ensure everything gets done on time and that the plan runs smoothly.
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This service offers the following benefits:​
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Collaborative Partnership: We complement your advisor's knowledge for a cohesive approach.
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Streamlined Administration: We manage recordkeeping, compliance, and reporting - freeing up your advisor's time.
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Enhanced Participant Experience: We work together to try and deliver the most efficient 401(k) experience for your participants that we can.
Bundled
For those companies that do not already have an advisor or are unhappy with their current advisor and service providers, we offer one-stop-shopping services to small business clients. We provide administration, recordkeeping, investment advisory services, and fiduciary services to the plan.
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​​​​This service offers the following benefits:​
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Complete Plan Administration: We handle all aspects of plan administration, from enrollment and recordkeeping to compliance and reporting.
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Investment Advisory Services: Our team of advisors provide investment guidance to help your employees make informed decisions.
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Fiduciary Services: We take on fiduciary responsibility, ensuring your plan operates in accordance with all regulations.
Comprehensive
Similar to the “Bundled” services, Comprehensive services offer one-stop-shopping, but with in-person enrollment and update meetings, and one-on-one financial planning services for participants.
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​​​​This service offers the following benefits:​​
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In-Person Enrollment & Market Updates: We offer in-person meetings to help employees understand their options and stay informed.
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One-on-One Financial Planning: Participants receive personalized financial planning to reach their retirement goals.
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Ongoing Employee Meetings: Our advisors are dedicated to your employees’ future, providing support that helps them stay focused at work, spending less company time worrying about personal finances.
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24/7 Educational Videos: Our online resources are available anytime to support your employees and motivate them to save for their future.
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Complete Plan Management: Includes full administration, investment advisory, and fiduciary services.
