For the benefit of all.
Empowering you to more efficiently serve your clients and scale your business on your terms.
Helping you deliver premier plans and experience to you and your most critical asset — your people.
Ensuring the money you save is working as hard as it can to meet your goals.
Empowered by technology.
We’ve considered the entire lifecycle of offering a retirement plan — from proposals and onboarding to administration and compliance — and put our powerful technology and processes to work targeting common friction points.
- Streamlined administration
- Through fast and easy onboarding, vendor oversight, and ongoing maintenance, we’ve taken over the heavy lifting to mitigate headaches and free up your time for other things.
- Modernized platform
- With simplified decision making and a user friendly interface, it’s easier to monitor, alter, and engage with plans.
- Fiduciary oversight
- Opt into our 3(21) or 3(38) fiduciary investment management services to limit your liability, while soundly knowing we’ve got you covered.
- Transparent pricing
- Since all our services are under one roof, everyone knows what they’re paying for and how those costs change over time.
- Customizable investing
- With flexible plan design and customizable investment options, everyone can build the plan that’s tailored to their needs.
A new day for retirement.
There is a better way. See how we’ve designed a platform to revolutionize the way advisors serve their clients, sponsors serve their employees, and individuals plan for their future.
As featured in:
Help is on the way.
Learn about solving challenges in small-mid sized retirement plans from our free report.Download Now