In addition to running your business, you’re a plan sponsor with all the responsibility and liability of your retirement plan riding on you. As 3(38) fiduciaries, we can simplify your life by taking away that responsibility from you. (A fiduciary is someone who is managing the assets of another person and stands in a special relationship of trust, confidence and legal responsibility.) Why expose yourself to the potential liability of your plan when you can let us relieve you of it? We’re the true experts in retirement plans; we understand all the complications of ERISA, and we stay up-to-date with the ever-changing rules and regulations. Our goal is to simplify the process and make sure that everything is done to your advantage. We also offer a complete turnkey solution, so you can relax knowing that all the details have been handled for you. If you’re considering moving your retirement plan, we can help guide you through that complicated process.

  • thinking of moving your plan?There are risks to both the plan and the participants if you don’t do it correctly. But rest assured, we can assist.
  • WHY YOU NEED A 3(38) INVESTMENT MANAGERYou can free yourself of fiduciary liability of your plan, and let a 3(38) investment manager take on full discretionary control of your plan investments.
  • Working with us
    Download our brochure that explains our business philosophy and describes how we go above and beyond to serve you.

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