Start-Up Plan
We will work with you, your advisor and the recordkeeper to get your plan set up. We take a consultative approach and we choose to listen and learn before any recommendations are made. We will be on implementation calls with you throughout the process to help and guide.
Existing Plans
Changing recordkeepers, advisors and TPA’s is never fun. However, it is sometimes necessary to make these changes. These changes can be for a myriad of reasons: costs, fees, support, communication (or lack thereof), and not being able to get a hold of someone when you have an issue. Changes, while maybe not fun, do not need to be disruptive either. We will walk with you through these changes and help you every step of the way. We will be on any implementation calls with you throughout the process to help and guide.
Fees
Our fee schedule is very straightforward and simple.
Relationships
We have many strong relationships national recordkeepers and we have a good understanding of their implementation process and on-going service models.
