How Do We Separate Ourselves?

We are completely independent and will help you find the right partners that are best suited for your 401k plan. We are not tied to a single mutual fund family, third party administrator, or clearing firm.

Our compensation is not based on mutual fund kickbacks. This allows us to be completely unbiased when it comes to investment selection. Being unbiased allows us to find the investments that are best for your 401k plan participants, keeps your costs completely transparent, and helps you fulfill your duty as a fiduciary.

We offer an unlimited range of plan options. Whether you want a plan that allows participants to pick their own stocks and bonds, create customized portfolios from a filtered list of best-in-class securities, select predesigned risk-tolerance-appropriate portfolios, select an advisor to assist with investment process, or some combination of the above, we will work with you to make it happen.