How do I protect against fiduciary risk while providing the greatest amount of benefit to my employees?

We provide comprehensive services designed to support employers in the execution of a successful retirement program.

Retirement plan services:

  • One-on-One Employee Meetings
  • Fiduciary Training and Support
  • Plan Vendor Search
  • Investment Policy Statement Development
  • Fund Menu Design
  • Investment Monitoring
  • Fee Benchmarking

Meet the 401(k) Team

Please contact a member of our 401(k) Team for more information or for answers to your specific questions:

  • James Smith, Institutional Team Leader
  • Stacy Noll, Senior Investment Advisor
  • Steve Thomas, Senior Investment Advisor