We are committed to helping you save time

...we work directly with recordkeepers, TPA's and ERISA councils so you can free up time and commit to your business.


Qualified & Non-Qualified Plans


Helping Close the Retirement Savings Gap

Watch the full interview
Wale Kajopaiye, Director of Retirement Plan Services & Scott Lummer, CEO
on the
FOX Business Channel 
We believe that just providing access to retirement savings accounts isn’t enough to close the retirement savings gap if people don’t know what to do. As retirement plan advisors, we can be difference-makers in creating successful retirement outcomes for participants. 

The retirement plan landscape continues to evolve.

Our Retirement Plan Services offer employers effective solutions to navigate this ever-changing landscape. Our years in the industry have given us vast resources and knowledge in the areas of risk management and plan services.

We are an “Independent Fiduciary,” having built our service platform based on ERISA which allows plan sponsors to delegate the responsibility of plan implementation, review and maintenance to their retirement plan advisor. We serve as a 3(38) fiduciary, providing meaningful guidance and support to participants to ensure successful retirement outcomes.

We provide meaningful guidance and support to ensure successful retirement outcomes.

Senior Men Playing Chess

With over 20 years in the industry, we have the resources and knowledge in the areas of risk management and plan services.

The core feature of our service aims to address the following:











We serve all types of qualified and non-qualified retirement plans. We work alongside other financial intermediaries such as third-party administrators, accountants, actuaries and recordkeepers to deliver cost-effective solutions to Plan clients.

Plan Sponsors



Elements that will drive participation and engagement, helping steer employees towards successful retirement outcomes, enhance business owner and executive benefits.

Integrated process evaluates side-by-side comparisons of provider’s fees and services.



Fee comparisons and analysis provide accurate and up-to-date value assessment.


Gap analysis that evaluates compliance criteria and maintains review checklists.



Plan Participants

Plan Participant


Learn about being ready for retirement and create an action plan with the help of a retirement plan advisor through group and one-on-one meetings.