401K

OUR PROCESS:

1
Participant focused outcome via education, technology, and communication.
2
Help fiduciaries build a suitable investment lineup for their plan.
3
Clear Disclosure of fees and expenses.
4
Benchmark investments
to peers and monitor according to the investment policy statement.
The “exclusive purpose rule” of the Employee Retirement Income Security Act, or ERISA Section 404(a)(1)(A) requires a fiduciary to discharge their duties with respect to a plan solely in the interest of the plan participants and beneficiaries and for exclusive purpose of providing benefits to participants and defraying reasonable expenses of administering the plan.