Are you looking for a proactive and unbiased service provider who:
- Is willing to serve as a discretionary trustee, ERISA §3(38) investment fiduciary, and ERISA §3(16) administrative fiduciary for distributions
- Holds the expertise for extensive cross-testing and custom plan design
- Understands the value in a single point-of-contact
- Offers education services free from sales goals and conflict of interest
- Shares marketing and communication strategies
We utilize a flexible compensation arrangement based on shared objectives.
Connect with a Retirement Plan Services Professional to get started.