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Our staff, contributors and partners come from the fields of employment law, public accounting, investment management, and retirement plan recordkeeping and administration, and possess a wealth of experience in the realm of fiduciary management. As a result, our seminars and workshops provide the varied perspectives of these important constituencies, in an unbiased environment that addresses the topical issues facing every retirement plan fiduciary.

We strive to educate owners, directors, officers and managers of small and medium-sized businesses about the fiduciary duties related to offering a 401(k) plan. In this pursuit, we provide practical solutions to help retirement plan fiduciaries in the routine performance of their duties - with an eye towards mitigating their potential liability exposure.

Simply put, our goal is to help employers make better decisions to improve their companies’ 401(k) plans.

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2-10 employees






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