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