Independent Fiduciary & Plan Consulting
Specialized ERISA §3(21) advisory, plan optimization, and employee financial wellness programs designed to protect plan fiduciaries and empower participants.
More About What We Offer
Comprehensive advisory solutions for retirement plan sponsors and fiduciaries
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Non-discretionary investment menu design, performance monitoring, plan design reviews, and fee benchmarking to maintain full ERISA compliance.
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Plan design optimization, total cost analysis, vendor searches, and RFP management to streamline plan operations.
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Practical employee financial literacy programs covering Healthcare (HSA), Education (529), Retirement, and Other savings objectives.
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Transparent, competitive compensation models offered on either a tiered asset-based (AUM) or fixed annual flat-fee basis.