Meet the team

Retirement Plan Solutions Team

Our goal is to help you build and manage leading retirement plans that help you attract and retain the most qualified employees, in addition to plans that help them not just prepare for retirement, but for the lifestyle they want during their retirement years.

       Centre for Fiduciary Excellence

Our team is certified by The Center for Fiduciary Excellence (CEFEX) as meeting the standards described in the handbook “Prudent Practices for Investment Advisors.” The standard describes how an investment advisor assumes the responsibility for managing a client’s overall investment management process, which includes the selection, monitoring and de-selection of investment managers, as well as developing processes to implement investment strategies and fiduciary practices on an ongoing basis. These practices also include maintaining a fiduciary checklist for each of our clients to ensure proper fiduciary governance and compliance with ERISA and implementing best practices as described by the Department of Labor. View Certificate.

 

Retirement Plan Solutions

Overview