Our Services
Our main objective is to understand and address the evolving interests of plan sponsors and their employees. We utilize unbiased methods to help plan sponsors create progressive, smooth-running, cost-effective plans.
Our Services
Our main objective is to understand and address the evolving interests of plan sponsors and their employees. We utilize unbiased methods to help plan sponsors create progressive, smooth-running, cost-effective plans.
FEE BENCHMARKING & PROVIDER NEGOTIATIONS
Thorough market analysis and guidance through exclusive B3 Provider Analysis™ technology.
PARTICIPANT EDUCATION & FINANCIAL WELLNESS
Highly customized individual and group participant content structured to optimize outcomes.
FIDUCIARY COMPLIANCE
Guidance you need to navigate the legal and compliance landscape and reduce fiduciary liability exposure.
PLAN DESIGN
High-impact plans consistent with your company's culture that drive successful participant outcomes.
INVESTMENT ANALYSIS
Independent investment analysis through our proprietary Scorecard System™.
TARGET DATE FUND CONSULTING
Thorough process to identify a "best-fit" target date fund (TDF) series that is right for your plan.
IF YOUR BUSINESS IS IN NEED OF A TRUSTED ADVISOR, GET IN TOUCH WITH US TODAY.
INVESTMENT ANALYSIS
Independent investment analysis through our proprietary Scorecard System™.
FEE BENCHMARKING & PROVIDER NEGOTIATIONS
Thorough market analysis and guidance through exclusive B3 Provider Analysis™ technology.
FIDUCIARY COMPLIANCE
Guidance you need to navigate the legal and compliance landscape and reduce fiduciary liability exposure.
PLAN DESIGN
High-impact plans consistent with your company's culture that drive successful participant outcomes.
PARTICIPANT EDUCATION & FINANCIAL WELLNESS
Highly customized individual and group participant content structured to optimize outcomes.
TARGET DATE FUND CONSULTING
Thorough process to identify a "best-fit" target date fund (TDF) series that is right for your plan.
IF YOUR BUSINESS IS IN NEED OF A TRUSTED ADVISOR, GET IN TOUCH WITH US TODAY.