Liability Reduction & Fiduciary Oversight – Take control of your obligations to employees: Increase employee investment diversification. Easily monitor participant activity & behavior. Reduce your fiduciary liability to employees.

Transparent Pricing - Attractive and highly transparent pricing leaves as much money in the plan as possible and ensures fiduciary requirements are being met. Full disclosure of all costs and expenses including separation of fees from investment returns.

Investment Access – Improve your investment options & returns - Quality investment options (ETFs and Self-directed brokerages) meet the needs of a diverse employee base with differing levels of sophistication. Investment advice independent of product. Custom plan design with separate account management available. Validate the Plan as a valued benefit & increase employee retention.

Spend less time maintaining and operating your plan - Instant access to information for all stakeholders in your retirement plan. Self-sufficient employees means less time answering questions.

Customer Service - Sophisticated participant education. Excellent customer service and responsive business partners.

The figure below illustrates how everything fits together: