1. We are vendor, provider, and investment neutral

2. We have no proprietary requirements

3. We use a level compensation methodology to preserve our objectivity

4. The varied businesses of the firm have no bearing on our recommendations for the plan

1. Fiduciary management assistance

2. Plan design consultation

3. Investment consulting and reporting

4. Vendor due diligence and vendor search-request for proposal services

5. Plan conversion assistance

6. Expense and revenue analysis

7. Participant education

1. Clients come first

2. Specialization and dedication to the retirement plans industry

3. Provider relationships are broad and significant

4. Independent approach from a financially strong, associate-owned firm

5. Continuous and meaningful education