Big Ideas, Real Impact.

Your business has outgrown basic retirement plan templates, but you're not ready for a high cost consulting relationship. That's the gap I help to fill.

Ideal For:

  • Businesses with 10-100 employees

  • Businesses in states with a retirement plan mandate

  • Plan assets between $500K-$10M

What You Get:

  • Quarterly plan performance reviews and fee benchmarking

  • Investment menu optimization (typically 15-25 fund options)

  • Vendor management and RFP support when needed

  • Employee education strategy (not just annual enrollment meetings)

  • Compliance calendar management

Want More? Add-on 3(21) Fiduciary Services:

  • Ongoing investment selection guidance and monitoring

  • Documented investment policy statements

  • Quarterly fiduciary files

Additional Fiduciary services are available. Let’s talk about what you need.

Work With Us
People at a meeting table with a laptop, note-taking, and glasses of water, decorated with a vase of calla lilies and minimalist vases on a wooden stand.

Need a 401(k) alternative?

If you feel like your business just isn’t there yet, consider:

  • SIMPLE IRA Plans – Ideal for businesses with fewer than 10 employees

  • SEP IRA Plans – Ideal for solo entrepreneurs or business owners who want to make contributions on behalf of a few (usually less than five) employees and benefit from increased tax deductibility 

  • SOLO 401(k) Plans – Ideal for solo entrepreneurs who do not and do not intend to have employees