Broker Check

Employer Page

Our priority is helping take care of you and your employees. As an Accredited Investment Fiduciary and Certified Financial Education Instructor we want to learn more about your companies requirements to offer a qualified retirement plan and assist you in reducing your overall liability and risk associated with offering those benefits. Many employers understand the word "Fiduciary" but may not have a clear understanding of the regulations and requirements for each of the primary functions. Education is the foundation we offer all our plans even if we are not the advisor on the plan. We have a comprehensive online education program that can be offered with in person and online solutions.

I Have Employees

I Have Employees

We have (1-50) / (51-100) / (100+) employees.

Retirement Plans

Retirement Plans

We offer an IRA plan, 401(k) Plan, or Defined Benefit Plan (Cash Balance Plan), no plan.

Fiduciary Status

Fiduciary Status

We (do)/(do not) hire these fiduciary roles: 3(16) Plan Administrator / 3(21) Plan Sponsor / 3(38) Investment Manager.

Employee Education

Employee Education

We would like to offer an online education program for our employees.