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Our Philosophy

“To give real service, you must add something which cannot be bought or measured with money, and that is sincerity and integrity.”
Douglas Adams.

Service Philosophy

Our service philosophy is to assist you in assessing, analyzing and addressing the specific needs
of your plan to help maximize its value to your organization. We propose to improve the overall
effectiveness of your plan by helping you:

  • Manage fiduciary risk.
  • Improve operational efficiency.
  • Increase employee satisfaction.
  • Streamline investment selection and analysis.
  • Identify and recommend cost efficiency.

We offer three major categories of service:

  • Consulting
  • Conversion and installation
  • Ongoing services

As part of our ongoing services, we strongly recommend scheduling a regular review of your retirement plan. Our review covers all the key areas of plan operations, including:

  • Investment consultation and review.
  • Fiduciary and compliance issues.
  • Participant education and communication.
  • Assessment of your plan design.
  • Quality of plan service.

Core Values:


We review and evaluate your plan with you and follow up with a customized Action Plan that offers step-by-step guidance to help boost your plan’s effectiveness.