You’re ready

to make your next move!

From participants’ needs to investment strategies, the world was much different when ERISA was passed in 1974. The truth is, today’s fiduciary committees are no longer set up to succeed. 

We ease the burden that committees like yours face by integrating decades of hands-on legal and investment industry expertise while, of course, acting in the best interests of plan participants. 

It’s not a burden for us because that is our area of expertise and it is our only responsibility. We’re the only ones who do exactly what we do and we love it!

Let’s talk about your next move. Let us know how to reach you and we will arrange a time to speak with no pressure or strings attached!

You are also invited to call Keith Flynn directly, +1 (917) 975-9278. In the meantime, we hope you’re enjoying your retro board game! Which one did you get?

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