Tailored Plan Design:

We collaborate with businesses to craft customized 401(K) plans that align with their specific needs and objectives. Examples include facilitating higher contributions for business owners and top-earning employees. Unlike one-size-fits-all solutions, our approach caters to the individual needs of your business.

Fiduciary Protection:

We provide robust protection for business owners and plan sponsors from a fiduciary perspective. Monitoring the plan’s investments entails ongoing responsibilities, often misunderstood by business owners and trustees. In reality, these obligations fall squarely on their shoulders. Through our partnership with American Trust, we assume the mantle of selecting and overseeing plan investments. We offer a comprehensive suite of services encompassing administrative and compliance duties in accordance with ERISA guidelines. Unlike the majority of providers, we willingly undertake the discretionary trustee role and its associated responsibilities, allowing business owners to focus on their core operations.

Tactical Management Access:

We empower employees to safeguard their hard-earned savings through access to our Tactical Management solutions integrated into their 401(K) plans.
The inclusion of a defensive component in their portfolios mitigates losses during significant market downturns, affording employees the dual advantage of capitalizing on favorable market conditions and deploying protective strategies during unfavorable times. Recognizing that most employees lack the time, expertise, or inclination to actively manage their accounts, we offer options for those who prefer professional management. However, our solution maintains a diverse range of fund choices for individuals who wish to manage their own investments.