Since their creation in the early 1980s, the 401(k) plan has transformed how Americans save for retirement. Sponsored by an employer, these retirement plans allow people to save, with pre-tax dollars, by investing in a menu of investment options. Unfortunately, not everyone has the time, tools, or talent to manage their investment selections in a way that will prudently help them reach retirement goals.


Those without the tools or talent, or time or desire to learn, seek the help of a financial advisor. Our Savings Plan Management helps employees manage these worthwhile, yet often confusing, retirement savings plans.


We believe you should have the ability to hire a financial advisor of your own choosing!


Unfortunately, if your financial advisor does not have a relationship with your employer, they are at a disadvantage when providing you with investment management services for your employer-sponsored retirement account. Our Savings Plan Management system helps us overcome that disadvantage to give you the service that you are looking for.


Ask us how to team up with a specialist in the strategic management of defined contribution accounts.


Seeking help with managing investments has been shown to be beneficial. An annual study by Financial Engines and AON Hewitt found that people who sought help, either through a pre-constructed portfolio, an advisor managed portfolio, or online advice had more positive performance than people who did not seek help.*


*The annual investment performance gap between Help Participants and Non-Help Participants was 2.92%, net of fees. “Help in Defined Contribution Plans: 2006 to 2010” Financial Engines and AON Hewitt (2011)


Personal financial advisors can provide the expertise, financial guidance and personal relationship that may lead to a high level of comfort that you will achieve your retirement goals.


Our Savings Plan Management team is committed to delivering disciplined allocation and rebalancing strategies alongside superior service.


  • A methodology that has been field tested for more than twenty years.
  • More than $750 million of defined contribution assets under management.
  • Managing accounts within more than 650 employer-sponsored retirement plans.

Savings Plan Management


Call Us Today for an Appointment
937-498-1128