How We Help

Mike

CEO

Needs:

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Focus on Plan Design and Fiduciary oversite for his growing business – and savings on taxes wouldn’t hurt either

Aaron

VP, Human Resources

Needs:

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Help with streamlining payroll and 401k processes, which will lead to increased participation and better retirement outcomes for his employees

Gayle

CFO

Needs:

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Wears many hats and needs a Retirement Plan Team to help educate her employees and to help her make sure the fees they are paying are reasonable

See how you could be keeping more, saving money, and limiting your liabilities.

Wondering What Your Competitors Do to Differentiate Their 401(k)?

Free Report:  Are Your Investments Putting You at Risk?

What is fi360 and their "Fiduciary Score"?

FI360 is considered the gold standard when it comes to evaluating fiduciary standards. The free report offered is an evaluation of how a plan’s fund lineup stacks up in the recommended areas that plan fiduciaries should be evaluating.

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Funds are scored on a scale of 0 (Best) to 100 (worst) versus their peers within the same asset class. The tool takes into account the following factors:

• Expense Ratios and Fees Relative to Peers

• Risk Adjusted Performance (Alpha and Sharpe Ratio)

• Performance Relative to Peers (1, 3, and 5 year data)

• Regulatory Oversight

• Minimum Track Record

• Stability of the Organization

• Assets in the Investment

• Composition Consistent with Asset Class

• Style Consistency

Recent Articles and Resources

Congratulations, Doug Parker, CFP®, AIF®, CHSA® on being named 401(k) Specialist Magazine's Top Advisor by Participant Outcomes for the month of July.

Click here to read the article!