3(16) Fiduciary Services
Our experts take on the fiduciary burden, helping plan sponsors reduce liability, save valuable time, and gain peace of mind.
Our Expertise is Your Competitive Advantage
For advisors and plan sponsors, we help transform retirement plan design and administration challenges into seamless and extraordinary results.
Who We Are
We're a leading third-party administrator offering a full spectrum of creative plan design, strategic consulting, IRS and DOL regulatory compliance services, an actuarial practice and end-to-end plan administration for every plan. Not to mention, a technologically advanced national organization with the heart and soul of a hands-on business partner.
TOGETHER, WE'RE MAKING A DIFFERENCE IN THE LIVES OF MILLIONS.
Who We Partner with
How can we serve you?
Advisors
We understand your challenges and partner with you at every stage of the sales cycle to help you grow your practice and deliver exceptional client outcomes. We’re an extension of your team with a presence in all 50 states, providing creative plan design, marketing resources and technical solutions.
Plan Sponsors
We take the burden of plan design and administration off your plate so you can focus on running your business. We can help you attract and retain talent, lower your tax liabilities as well as take on many of your administration and compliance challenges.
Institutional Partners
We provide differentiated solutions that can be scaled, co-branded or licensed to enhance your offerings and boost your competitive edge. Together we can build a trusted partnership that aligns with your capabilities and strengthens your success.
Ready to Put Our Expertise to Work for You?
We understand your challenges. Whether it's designing a plan that can make you competitive for talent in today’s marketplace, or helping you drive your sales cycle for a new client – we have flexible, innovative solutions to help you differentiate and succeed.
Our Expertise
Centers of Excellence
Prevailing Wage Plans
Decades of experience delivering specialized benefit plans for the construction industry, helping firms reduce costs and win bids.
Cash Balance Plans
Actuarial experts delivering the nation’s most advanced tax-efficient plan designs, popular with high earning professionals.
Solo(k) / Solo DB Plans
Specialized plan services helping self-employed business owners and consultants maximize savings.
ESOPs
National leaders in providing innovative, tax-efficient Employee Stock Ownership Plans that help reward and retain employees.
