TIRED OF THE MYRIAD OF COMPLEXITY TO RUN YOUR BUSINESS RETIREMENT PLAN?

You hired a "Fiduciary Advisor" yet your recordkeeper does not offer any Fiduciary Protection.

Our Platform allows you to fulfill complete fiduciary governance by removing revenue sharing conflicts and bias that most recordkeepers fall prey.

  • Recordkeeping with Fiduciary Protection
  • Fee for Service
  • Complete open investment menu
  • No Revenue Sharing/Kick backs
  • No Product Affiliation

Our own unique daily valued qualified platform offers the ultimate in conflict-free plan options, control, and flexibility with intensive attention dedicated to participant education and state-of-the-art technology.

TAKE THE TEST

Ask yourself, Is your plan falling pray to possible Fiduciary Breaches?

  • Does your advisor and recordkeeper operate with full Fiduciary Protection?
  • Does your recordkeeper provided offerings that are proprietary product?
  • Does your plan engage in revenue sharing payments?
  • Is an investment option offered that could be replaced by a better quality lower cost index fund?
  • Is it easy for your participants to identify the fees they are paying?

If you answered YES to any of the above questions, it is time to see what a truly conflict free approach can do for your plan!