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:

Michael Goodrich
Senior Investment Advisor, Corporate Officer

Stacy Noll
Senior Investment Advisor, Employee Engagement Specialist

Steve Thomas
Senior Investment Advisor, Employee Engagement Specialist