We are 401(k), and ERISA 403(b), "CEOs". Employers typically hire a CEO to handle their Company's day-to-day affairs. Employer/Plan Sponsors, given the facts, typically want someone to do the same thing for them within the confines of their retirement Plan. Employers now have much less fiduciary risk. Plan participants now receive the benefit of daily professional oversight; many times at a lesser cost.
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Get Started with a Free Consultation
So You Can Focus on What Matters
We are dedicated to help Plan Sponsors ensure their 401(k) or ERISA-403(b) Plan is managed correctly. We do this by taking over virtually all their fiduciary responsibilities and risks. This allows Plan Sponsors to contrate on what they do best…….running their business!
We become your Plan's CEO - just like if you hired a CEO for your company.
Would you like to
reduce your fiduciary liability and risk?