Insurance Planning | Retirement | Group Insurance Benefits | Compliance

85 Samoset St
Plymouth, MA 02360

(508) 747-3022

Mon - Fri 8:30 - 4:30
Closed Weekends


Retirement Plan Solutions

When the only constant is change an independent perspective is the surest way to get your bearings. Rely on our years of experience and knowledge to help you evaluate plan options, and implement the solutions that meet your firms and participants objectives while fulfilling your fiduciary obligations.

Fiduciary Management & Oversight

The primary retirement savings vehicle for most Americans is their workplace retirement plan. As such, your plan, and how you manage it, is under intense scrutiny from participants, as well as from regulatory bodies charged with protecting investors' interests.

We can share much of this fiduciary role with you, helping you to navigate the changing landscape, manage the associated risks, and ensure that you're up to date on the latest requirements. You can rely on us to help keep your plan well-managed and in compliance

Wide-Ranging Investment Expertise

You'll find that our core strengths match perfectly with your key objectives: designing and managing a plan that enhances participants' investment opportunities and improves their overall experience.

We focus on managing risk and volatility in an effort to minimize your exposure to fiduciary liability. Investment recommendations are based on a rigorous quantitative and qualitative evaluation process. We also provide ongoing monitoring and review of the plans investment options giving you a clear picture of the overall cost and performance of the plan.

The Advice Your Participants Need

We can customize an employee education program for you that's designed to meet legally mandated requirements and help employee's become more informed and empowered investors. Whether in a group setting or one-on-one, participants receive the advice they need, and you demonstrate prudence and accountability by providing them with resources to help them pursue their retirement goals.

Benefits are our Business...

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