Services Provided to Plan Sponsor & Fiduciaries 

• Comprehensive Financial Planning
• Preparing for Retirement
• Investment/Portfolio Management
• College Savings Plans
• Annuities
• Life Insurance and Disability
• Long-term Care Insurance
• 401(k)
• 403(b)
• SIMPLE IRA
• SEP IRA
• Provide fiduciary training course approved by Fi360 as well as certificate of completion for plan fiduciaries and stewards 
• Create plan specific investment policy statement (IPS) as well as fiduciary checklist and DOL audit file to ensure ERISA and DOL guidelines are being followed 
• Plan design consulting and 401k best practices for Trustees/HR professionals 
• Benchmark plan expenses and fees versus industry peers 
• QDIA and 404(C) review and analysis