440 East Huntington Drive
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Complimentary Consultation It is an honor to be considered as a potential service partner as an ERISA 3(21) fiduciary for your qualified retirement plan. Our consultation can help you fulfill your compliance responsibilities, while identifying opportunities to meet your goals. We offer the following services to begin demonstrating our value in the retirement plan space.
Size of Plans We ServeOur primary objective is to support both plan sponsors and participants to achieve desired outcomes. Highly credentialed, and fiduciary quality advice should not be limited to the large plan arena. Thus, we are pleased to serve the startup, micro and small plan market, with the intention of growing together.
Qualified Plan Advisory FeesWe seek to deliver high quality advisory services at, or below, the fees our peers. You deserve a transparent pricing model from all of your service provider partners. To provide simple and straightforward pricing, we use a flat fee schedule, where the fee is applied to the entire plan value. This may compare favorably to a tiered pricing structure, where the rate is blended, since the initial dollars are assessed at higher rates.Plan Advisory Schedule Annual FeeStart Up - $1,000,000 Custom$1,000,000 - $2,000,000 0.45%$2,000,000 - $3,000,000 0.40%$3,000,000 - $4,000,000 0.35%$4,000,000 - $5,000,000 0.30%$5,000,000 - $7,000,000 0.25%$7,000,000 - $10,000,000 0.20%Over $10,000,000 CustomThe fees schedule above is typical, but not considered a binding offer. Actual compensation may vary based on the existing platform, client needs and services provided, which are subject to change.