Broker Check

Cost Analysis

Win-win: protect your business and lower the costs to your employees

Our Services Include:

Cost Containment

We will negotiate the best strategies for your individual needs and your company's projected growth: fixed pricing may be preferable in the long term to avoid fee increases  that may come with variable pricing strategies.

Service Fee Monitoring

We will help keep you compliant with all regulations by reviewing provider fees and providing formal price quotations from comparable service providers.

Investment

Review classes to determine best-fit and lowest cost. Our objective would be to make plan expenses full disclosure and transparent. We prefer to operate in a fiduciary environment with institutional or lowest cost share class and open architecture.

<p>Roth 401(k) vs. Traditional 401(k)</p>

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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<p>The Long Run: Women and Retirement</p>

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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<p>Women on the Rise</p>

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.
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<p>Caring for Aging Parents</p>

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
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Download "Retire Happy," Our complementary Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our complementary ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."