A message from Joe
Because ERISA subjects plan sponsors to a fiduciary standard to always act in the best interests of plan participants and their beneficiaries, our firm’s mission is to provide fiduciary relief, governance and protection for busy plan sponsors so they can focus on running their businesses profitably with the knowledge and peace of mind which comes from outsourcing these important decisions to prudent experts with over 20 years experience acting as fiduciaries for clients.
Our clients know we will document the process by which plan level decisions are made, select and monitor investments with a robust quarterly monitoring system, holding managers accountable to their peers on a risk adjusted performance basis. Not only do we annually scrutinize plan expenses of all service providers but we also help clients navigate the complicated regulations under ERISA 408(b)(2), known as the covered service provider fee disclosure regulations.
With almost 35+ years of experience, I am as passionate today as I was at age 22 in helping companies and participants get meaningful advice and innovative solutions with a goal of improving the likelihood of a successful retirement outcome.