We work with the nation's largest retirement plan administrators, fund managers, and insurance carriers. We understand the full range of their capabilities, key processes, and strategic intent. Your clients can feel confident that we will find the best recordkeeper, insurance issuer, or portfolio manager to fit their needs.
Our experienced professionals nationwide can help you stay on top of fiduciary, legislative, and regulatory issues that can affect your plan. For example, your client’s executive benefits plan may hide significant risks, such as:
We can help your clients develop a plan design and funding strategy, and securing the coverage to recruit, retain, and reward your most valuable assets. Ask us about opportunities with: