Our Prudent Process improves the Plan Cost and Investment Quality of 401(k) and 403(b) Retirement Plans for a low flat fee. This makes your company stronger by helping to attract and retain key talent. We do the work, you get the credit. Plan service pricing and number of options of investments and services has drastically improved over the past few years.
Overpriced plans are a legal or regulatory target and can jeopardize your employees retirement lifestyle. Our plan clients have enjoyed significant cost reduction and quality improvement which we continually monitor. As an experienced, accountable fiduciary, we do the analysis and negotiation to help improve your plan which can allow your employees thrive while managing risks to your organization.
Overpriced plans are a legal or regulatory target and can jeopardize your employees retirement lifestyle. Our plan clients have enjoyed significant cost reduction and quality improvement which we continually monitor. As an experienced, accountable fiduciary, we do the analysis and negotiation to help improve your plan which can allow your employees thrive while managing risks to your organization.
Services
Better investments and lower fees is not enough. Employees wish to be inspired and led in the right direction. We coordinate communication to help employees know their next step forward and how to avoid costly missteps. We help determine which record keeper resources you should offer, and which put you at risk.
Your organization may not have the skill and experience necessary to improve your retirement plan as required today. Defendable investment selection and monitoring challenges the status quo and provides both Qualitative and Quantitative value. Evaluating services and investments beyond those recommended by your current providers is imperative.
Our Prudent Process helps improve the Plan Cost and Investment Quality of 403(b) Retirement Plans for a low flat fee. Your Employees are supporting your mission and trust that you are looking out for them. They expect and deserve a better plan. We make it easy for you to give it to them. Misplaced Faith in Record Keepers has resulted in $70+ Million in 403(b) Plan Sponsor Settlements**.
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