We provide comprehensive and objective management of the search process, including administration needs assessment, provider review and negotiation, selection, and conversion.  Our management of the search process and provider review frees the plan sponsor to focus on the best service options available and significantly reduces the time required to complete a new search for a new retirement plan provider.

We consult and guide sponsors through the complex plan design and related regulatory environment.  We work directly with your ERISA counsel to address options and issues, before they become problems.

Our workshops and individual counseling sessions are designed to help employees understand and weigh the financial implications of action as well as the additional cost of inaction.

Our advisors develop clear, consise, cohesive communications essential when promoting plan features, benefits, and changes.  Working with plan sponsors, we produce communication strategies and materials that reinforce the value of the company's benefits program and enable employees to make decisions with confidence.