401K SERVICES.
Attracting and keeping qualified employees are ongoing challenges for employers. Developing attractive benefit packages that include retirement plans is essential to remain competitive in the marketplace.

We understand that as a retirement plan sponsor, an employer has specific and vital needs that must be met. Since 1998, we’ve worked with family-owned companies, regional businesses and international corporations to create, manage and grow their retirement plans.

We provide our 401k retirement plan clients with:

• Customized and flexible plans that enable participants to earn competitive returns;
• Managed portfolios and a short list of mutual funds;
• Managed portfolios for those participants that do not have the experience, knowledge or desire to manage their own accounts;
• Complete profiling questionnaire which assists participants in determining their investment objectives;
• Investment policy statement for each participant;
• Trustee comfort that all employees are counseled properly.