Qualified Plans

As a Plan Sponsor you have an important and crucial responsibility for your company’s retirement plan. We understand the fiduciary obligations that a Plan Sponsor faces and help you meet those obligations.

Today’s evolving and complex retirement landscape requires advisors who can assist plan sponsors and fiduciaries in a timely and disciplined manner. We work with you to ensure your retirement programs are priced fairly and efficiently; capture competitive investment returns, by having a disciplined process for evaluating investment options; meet your retirement needs of your participants—including highly compensated employees; and adequately educate employees on making sound investment decisions.