For Business owners
We work directly with business owners and their HR teams to create Owner-Only 401k plans, SEP plans, defined benefit plans, and large, multi-platform 401(k) plans. We’re often selected by clients to provide better service on existing company retirement plans. In addition, we assist boards and finance committees that supervise an endowment or a charitable fund. We provide formal minutes to our discussions, strategic advice on Investment Policy Statements, and sophisticated investment management tailored to the organization’s specific requirements.