401(k) Services

Services Beyond Investing – For 401(k) Plan Sponsors

At the core of our service model is the understanding that employees need help. The 401(k) plan is a powerful benefit that requires an employee to make saving and investing decisions, in most cases, with limited guidance.  We are here to help.

Serving as your Retirement Plan Advisor, our services include the following:


  • Ongoing investment option recommendations
  • Ongoing investment monitoring
  • Investment Policy guidance
  • Performance reporting


  • Participant enrollment meetings
  • Participant education meetings
  • Service provider liaison
  • Plan review – benchmarking services

We welcome the opportunity to discuss your 401(k) plan. Our knowledge and experience can help to improve the services offered to you and your employees while also exploring ways to lower the plan fees.