Our People

Our people have training and experience in the defined contribution and defined benefit markets. Moreover, they are advocates of financial transparency and the delivery of professional, conflict-free service. Use this expertise to help your employees and your plan.

What Specialized Expertise Do We Have – and Why Does It Matter to You?

Plan providers and affiliated financial sales agents offer a dizzying array of products – and utilize an even more dizzying array of compensation and incentive plans to encourage their employees to sell these products. Many of these products, and compensation programs, are not directly included as a part of your retirement plan. Rather, these financial firms use the access to your employees (and the perception of an employer endorsement) to sell these products. Through use of your employees’ personal information and other employee data, providers are well positioned to solicit your employees and their beneficiaries with complex financial products and targeted sales campaigns.

These practices are not limited to a single program or provider. Rather, these hidden practices are scattered throughout the retirement plan landscape.

This is where we step in.

We dig in and analyze the nature of the financial products pitched to your employees and the conflicted service structures that undermine your organization’s plan and employee retirement readiness. Together, we will deliver a solicitation-free learning environment where your plan’s health and protecting employees’ retirement assets are the sole measurements of success.