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Plan Sponsor Support

Big enough to deliver, small enough to care

Our locally owned firm’s independence, scale, and expertise are what set us apart from other firms. We strive to provide consultation at the highest level and are committed to our clients. We support our plan sponsors in the following ways:

  • Act as a 3(21) or 3(38) advisor
  • Documented fiduciary processes
  • Vendor analysis
  • Fee benchmarking
  • Plan design benchmarking
  • Executive benefit design
  • Fiduciary training

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