We have partnered with Dynamic Wealth Advisors and RPAG to help you create and maintain a high quality retirement plan by providing a superior level of plan service for you and your plan sponsor. We also help to create added value to the participants with ongoing educational support.
Investment
Analysis
Independent investment analysis through our proprietary Scorecard System.
Fee Benchmarking & Provider Negotiations
Thorough market analysis and guidance through exclusive B3 Provider Analysis Technology.
Fiduciary Compliance
Guidance you need to navigate the legal and compliance landscape and reduce fiduciary liability exposure.
Plan
Design
High impact plans consistent with your companies culture that drive successful participant outcomes.
Participant Education & Financial Wellness
Highly customized individual and group participant content structured to optimize outcomes.
Target Date Fund Consulting
Thorough process to identify a “best-fit” Target Date Fund series that is right for your plan/