Providing honest, simple solutions for 401(k) Plan Sponsors.
we’re a family-owned, faith-based retirement plan advisory firm located in fort mill, SC.
Reliable and responsive support should be within reach.
We’re committed to bringing clarity and ease to the management of your retirement plan through experienced and attentive support.
Supporting successful retirement plans for over 20 years.
Our three-step approach:
STEP 1: establish a firm foundation.
We ensure your plan’s design, funds, fees and providers are all tailored to align perfectly with your company and participant needs.
Step 2: provide meaningful and empowering Education.
We boost employee engagement by delivering, personalized, action-oriented education on-site.
STEP 3. oversee all plan processes.
As a named co-fiduciary we’ll monitor and document all of your plan’s moving parts so you’re always in compliance with all DOL and ERISA guidelines.
ADVISOR: Provides fiduciary support to plan sponsor. Acts as extension of H/R team ensuring all responsibilities are fulfilled per plan documents. Provides employee education and 1-on-1 meetings. Selects, monitors and manages investments.
Simplifying the roles: Who does what?
RECORDKEEPER: Provides employee account details via mobile app / website including quarterly statements. Accepts and deposits plan contributions. Supports annual plan reviews, rollovers and distributions.
TPA: Drafts Plan Documents. Prepares IRS form 5500. Performs plan administration. Reviews and approves contributions, loans and distributions. Supports plan amendment changes.
Our fiduciary responsibility is rooted in more than just following protocols.
As a named fiduciary and Registered Investment Advisor (RIA), our goals are aligned with your best interests at all times.
Organizations shouldn’t have to deal with broken promises, bare minimum efforts, or lack of follow-through. We’re committed to doing things differently.
Why Choose Us:
We’re here to ease the friction associated with managing your Retirement Plan.
Based in the heart of the Carolinas
Our firm is located in Fort Mill, South Carolina just outside of Charlotte, North Carolina. We’re actively involved in our local church community and strive to build better financial futures for the organizations and employees we serve.