Benefit Consultants

Our Client Relationship Managers work closely with you to recommend plan design and effectuate the plan sponsor's objectives. We provide:

• A broad array of benefit programs from 401(k) plans and pension plans to non-qualified retirement plans, so you can maintain a competitive edge
  
  
• Over 400 families of mutual funds through the Fidelity Institutional FundsNetwork, Nationwide, Financial Best of America, Schwab Mutual Funds Marketplace and MG Trust Company, LLC
  
  
• Client Relationship Managers to support plan sponsors, their registered investment advisors and commissioned-based investment advisors to analyze mutual fund performance, provide guidance on mutual funds, execute investment policy statements and review ERISA compliance.
  
  
• A comprehensive approach to convert your plan to our service platform and trust conversion specialists organize a transfer of plan assets to implement your new investment program
  
  
• A disciplined process to conduct annual fiduciary reviews with plan sponsors and their investment advisors to execute investment policy and effect administrative and legal compliance.
  
  
• Merger and acquisition professionals to review plan assets, plan documentation and ERISA-protected benefits, and advise on regulatory issues, prepare critical employee communications and develop an integrated retirement program

To speak to someone regarding our services, please refer to our contact information.