We focus on Western New York businesses that have existing 401K
Qualified Retirement Plans with $2 million+ in plan assets. Our unique
services approach is designed to achieve the following:
Earn Client Trust
Our highest priority is to reduce client risk by educating, advising
and guiding the Plan Trustees (Fiduciaries) regarding their
responsibilities for the administration and management of their
company's 401K retirement benefit plan.
Deliver a High Level of Service
Our goal is to ensure the services and fees are set up in such a
way that all fiduciary services solely benefit the plan's
participants.
We utilize realistic and credible behavioral economics information to
guide Plan Sponsors (Fiduciaries) and Plan Participants to make
better choices according to their investment retirement goals.
Reduce Client Fiduciary Liability
We educate and work with Plan Sponsors (Fiduciaries) to help
them understand the inner-workings of the plan services and fee
arrangements to help them from inadvertently creating an ERISA
non-compliant or prohibitive transaction that would lead to.
