Consulting Services

Our consultative approach to your retirement plan's needs has several simultaneous objectives:

  • We seek to align your plan's objectives with the appropriate 40lk platforms whose capabilities and strengths reflect your unique needs
  • We facilitate the request for proposals (RFP) process in coordination with all the 40lk providers
  • Our team analyzes the information obtained from the RFP
  • process to identify potential providers that best suit your individual needs and coordinate presentations to your management and human resources departments
  • We continually evaluate and monitor your plans investment options to make sure the align with your Investment Policy Statement
  • We provide ongoing education support for all participants
  • We offer individual one on one consultations to each of the participants so they can get the individual attention they deserve

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