An “One Size Fits All” service package might not be suitable for every plan. Therefore, we take a strategic approach by collaborating with financial advisors and providers to personalize and fine-tune your company’s retirement plan. We do this by leveraging the unbundled service model, ensuring a precise fit for your business.

PROVIDER

The plan provider, often referred to as the record-keeper, takes on the role of asset custodian. They present a range of investment choices, compute daily investment values, and grant online access to accounts.

ADVISOR

The financial advisor deepens understanding of the industry, providers, funds, fees, and available technology. They impart investment knowledge to participants and collaborate closely with the business owner to uphold fiduciary responsibilities.

THIRD PARTY ADMINISTRATOR (Sentinel):

The TPA manages plan design illustrations, contribution allocations, annual compliance testing, Form 5500 preparation, and, of utmost importance, provides continuous support.