We work with about 70 retirement plans, consisting of 401(k)s and 403(b). In addition, we work with other companies who offer their employees SIMPLE IRA programs. We custom design retirement plans for employers, working with the various retirement plan parties, such as third party administrators and recordkeepers. We believe in low-cost fund lineups.
In addition to working with employers, we pride ourselves on our one-on-one work with the employees who participate in those plans. We meet on site periodically and are available for virtual and phone consultations in between plan visits. We’re also available in our offices to meet with participants.