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How We Help Employers

Advisors / Consultants

  • We Customize Our Participant Solutions To Your Business Model
  • Increase Your Servicing Bandwidth So You Can Focus On
    What You Do Best
  • Work With a 3(21)a Fiduciary To Shield Future Participant Tort Liability
  • No Custody Of Or Management Of Assets, No Product Sales, We Only Provide Non-Discretionary Participant Advice
  • We Work With The Funds or Models You Choose for the plan

 

 

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Recordkeepers / TPAs

  • Seamless Integration
  • Attract New Advisors
  • Retain Existing Advisors
  • Differentiate Yourself From The Commoditized Competition

 

 

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