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
Winning Retirement Plan Business Today: Why Fiduciary Strategy Beats Price
For years, retirement plan decisions were often driven by cost. Advisors and providers competed on fees, bundled services, and incremental read more
PEPs and the Advisor Opportunity Ahead
As we look at the evolving industry landscape, attention has increasingly turned to pooled employer plans (PEPs)—along with an important read more
Leveraging Multiple Employer Plans as a Scalable Advisory Strategy
As plan sponsors continue to grapple with rising costs, expanding fiduciary obligations, and increasing administrative complexity, advisors are being called read more
Pooled Employer Plans: A Strategic Growth Opportunity for Advisors
As retirement plan complexity continues to rise, advisors are increasingly being asked to do more than just recommend investments. Plan read more
Pentegra 3(16) Fiduciary Overlay Services
Protect your retirement plan – with independent plan administration and oversight.
