As one of America’s oldest independent fiduciaries, we help employers offer better retirement plans.
Expertise You Can Depend On
A Fiduciary First
We were founded more than 80 years ago as a Named Plan fiduciary—long before the role formally existed under ERISA.
Uncompromised Oversight
As one of America’s oldest independent fiduciaries, our clients enjoy the confidence that comes from uncompromised and objective oversight.
A Higher Level of Responsibility
As a fiduciary, we provide expert oversight and in-depth knowledge, shouldering much of the work and legal responsibility for managing a retirement plan.
The Benefits of Outsourcing 3(16) Plan Administration
Learn how outsourcing 3(16) fiduciary responsibilities can be a strategic decision that delivers significant benefits
Current Thinking
What Happens to Retirement Plans During a Merger or Acquisition?
Mergers and acquisitions (M&A) can be exciting growth opportunities for businesses—but they can also bring significant complexity when it comes read more
Pooled Employer Plans (PEPs)—A Strategic Opportunity for Advisors
The retirement plan marketplace is undergoing a quiet revolution—and it’s being led by a powerful new tool: the Pooled Employer read more
Bill Seeks to Help Gig Workers with PEPs
Several U.S. senators recently introduced a package of bills designed to boost retirement plan savings and healthcare coverage for gig read more
Smarter Plan Design Starts Here: Best Practices and the Power of a 3(16) Fiduciary
As a financial advisor, you play a central role in helping plan sponsors design, implement, and manage retirement plans that read more
Pentegra 3(16) Fiduciary Overlay Services
Protect your retirement plan – with independent plan administration and oversight.
