The typical plan we analyze has more than half their funds rated 3 Star or below. Why would anyone settle for average or worse?
That simply does not happen with us. Just to be considered, funds in our lineup must be rated 4 or 5 Star by Morningstar. We feature Open Architecture which means that we are free to chose from a universe of over 10,000 funds to find the most appropriate investments for your plan. We act as Pure Fiduciaries which means that we don't charge commission and are legally obligated to operate in your company's best interest.
To find out how your funds rank and to determine if your fees could be improved, contact us for a free analysis of your retirement plan. Please complete the form below or call (608) 210-1404 to get the process started.