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Whether it’s providing fiduciary oversight services for plan committees or objective financial advice for executives and employees, we have the depth of resources and expertise to help employers fulfill their fiduciary responsibilities while making sure their entire employee population is well equipped to manage their finances and retirement ready.

Ty Parrish

Partner and Practice Leader, Retirement Plan Advisory

Easing Your Administrative Responsibilities. Enhancing Your Employees’ Financial Well-Being.

Our integrated solutions effectively balance the unique perspectives of your HR and benefits teams, plan fiduciaries, senior leaders, and employees, helping all of them achieve their objectives.

Defined Contribution Consulting

With increasing attention focused on fiduciary roles and responsibilities, maintaining a sound retirement plan is more important than ever before. We help you measure five critical dimensions of plan success to increase your plan’s effectiveness and the retirement readiness of your employees.

Defined Contribution Consulting
Defined Benefit Consulting

Our retirement plan advisors understand the intricacies of managing active, frozen and terminating defined benefit plans. They work closely with you to develop a course of action to mitigate risk, reduce costs and drive better results.

Defined Benefit Consulting
Nonqualified Plan Management

We work with your board of directors, HR, and executive compensation teams to develop powerful nonqualified plan solutions that positively impact your executive recruitment, retention, and bottom line.

Nonqualified Plan Management
Executive Financial Counseling

Your compensation and benefits offerings are a talent retention necessity and, arguably, your executives’ largest source of wealth creation. Executive Financial Counseling helps your senior leaders fully realize these benefits and boost your ROI in the process.

Executive Financial Counseling
Financial Wellness Coaching

Your employees’ financial stress can have a cascading effect on absenteeism, morale and productivity. Our comprehensive financial wellness coaching helps alleviate this stress, enabling employees to focus on their responsibilities at work.

Financial Wellness Coaching
Beneficiary Counseling

When an employee dies, the greatest gift you can give their family is care and support. Our Beneficiary Counseling Services helps beneficiaries navigate the financial challenges that arise after the death of a loved one, helping them adjust to their “new normal.”

A Collaborative Team Focused on You

We utilize our colleagues’ experience and expertise to help develop and execute the best solutions for your organization and employee population. Our team includes:

  • Benefit and retirement plan consultants
  • Financial planners
  • Tax advisors
  • Investment professionals

Working as one to derive maximum value from your compensation and benefits offerings.

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