OUR PROCESS

A Process, not a Transaction

Our job is to take as much off of your plate as possible.  Whether that’s providing fiduciary services as a 3-16, 3-21 or 3-38 co-fiduciary, providing employee education or just helping you process loans and distributions we have the expertise to make your life easier.  Depending on your plan, our services may include:

Administrative Support

  • Reviewing objectives and options available through the Plan
  • Plan participant education
  • Development / maintenance of fiduciary audit file
  • Third Party Administrative services

Service Provider Support

  • Assist fiduciaries with a process to select and monitor service providers
  • Assist fiduciaries with fee benchmarking
  • Coordinate and assist with service provider replacement

Investment Monitoring Support

  • Periodic review of investment policy and Plan objectives
  • Assist the Plan committee with monitoring investment results

Participant Services

  • Facilitate group enrollment meetings and coordinate investment education
  • Assist Plan participants with financial wellness education

Call us at (619) 942-4510  to learn more or set up a consultation.

Contact Us

Send us an email and we'll get back to you, asap.

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