The Power of Good Advice.

Harnessed in your employer sponsored retirement plan.

"Simplicity is the ultimate sophistication"

Leonardo da Vinci

For most people, one of the biggest purchases they will ever make is what they invest towards their retirement!

With this mind, it's important plans be as efficient as possible

SERVICES AS A PAID
CHIEF FIDUCIARY RETIREMENT OFFICER
  • 3(21) & 3(38) Fiduciary Services
     

  • Investment Policy Statement Development & Review
     

  • Investment Menu Design
     

  • Investment Selection & monitoring
     

  • (QDIA) Qualified default Investment Alternative Selection & Review
     

  • Plan Audit Evaluation & Benchmarking
     

  • Vendor Evaluation, Search & Comparison
     

  • Employee Communication, Education & Personal Planning

Still using Target Date Funds in your plan?
~
Want to see how your plan score compares to other plans?
Then click here for more information!
YES NOTIFY ME OF UPCOMING EDUCATIONAL WEBCASTS

A PENNSYLVANIA REGISTERED INVESTMENT ADVISOR