Defined Contribution: Investment Advisors

Our approach is maximum flexibility in plan design and investments. We can work with you in a 'fee for service' or 'commission' environment.

Since each plan is different, we do not have a set fee schedule. Our fees are based on a premium service model. While we may not be considered a low cost provider, our fees are usually viewed as competitive because of our efficiences in technology and experienced staff.

All sub-TA fees paid to us are fully disclosed and used to offset our fees (defined benefit or defined contribution).

For defined contribution plans, whether you use our Full Service or TPA Model solution through your favorite platform, all fees are satisfaction guaranteed. We will work with you to proactively manage our mutual clients' expectations!