Addressing the needs of plan sponsors

Plan sponsors are in a position that requires great responsibility and prudent decision-making. We have been serving plan sponsors for many years, and have an in-depth understanding of their objectives, needs and concerns. We are committed to serving as your trusted guide and partner, from the initial proposal through implementation and monitoring.

We can help you establish, manage and run the company retirement plan best suited for you and your company or organization. Our goal is to provide you and your employees with the program, tools, knowledge and motivation to participate in and contribute confidently to your company’s retirement plan.

As a plan sponsor, you also have a fiduciary responsibility, so it’s essential that you work with an experienced team that can offer seasoned counsel on this critical matter. We take the fiduciary responsibility of plan sponsors seriously, and will work diligently to help you mitigate risks and meet your legal obligations.

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