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We help determine what a
successful retirement plan means to the trustee(s) and develop a plan to achieve the optimal result.

As a

3(38) fiduciary, we help retirement plan trustee(s)

maintain and monitor their fiduciary duties to the plan.

We make sure the appropriate investments in your plan
are performing well and provide on-going employee education.

We work with the trustee(s) to facilitate
change management as quickly and efficiently as possible.
we have expertise in setting up and managing the following
types of plans:

457 Deferred Compensation
Defined Benefit Pension
Employee Stock Ownership Plans (ESOP)
Money Purchase
Profit Sharing