Group Retirement

Our partner list and vendor access is fantastic. Group Retirement is no different. We’ve built relationships with a select list of Record Keeper’s that allow for us to utilize an open architecture on group retirement plans. If an employer wants a specific fund family, or ETF even, within their fund-list… we’re capable of slotting them in. Additionally, we assume 3(38) Fiduciary responsibility on plans that plan owners may contract too – allowing us to assume the legal responsibility of the plan and alleviate the plan owner. In addition to record keepers, we’re capable of piggy backing off existing relationships with TPA’s and accounting firms in order to ensure all filing responsibilities are also accounted for.