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Experience Our company’s founder, Trisha Brambley, was involved in crafting and launching many of the country’s first 401(k) plans. Since then, she has been quoted in hundreds of publications, (Money, Reader’s Digest, Kiplinger’s) and is a sought after speaker for national conferences on topics including defined benefit, ESOP, profit sharing, executive plans and 401(k).
Teamwork Our team of experts include deep and broad retirement and investment experience, including investment analytics, investor education, administration, plan consulting, human resources, and fee negotiations; acting as a highly specialized extension of your staff, we are there when you need us.
Broad Perspective We have no quotas to fill, no products to push.
National Presence Our clients’ offices are located all over the country.
Special Notice Listed in Plan Sponsor’s “America’s Best Consultants.”
Understanding We focus on plans of your size, and have done so for over 20 years. We understand your needs and can help you know what to expect and demand from a retirement plan service provider.
Investor Education We help you help your participants by developing a communication program customized for your group. From a survey, to maximizing what’s available to you from your vendor, to a complete independent financial education program; we can create a campaign tailored for your company.
Financial Education One-on-one, seminar, and phone support, conducted by experienced, trained educators combined with local, pre-screened advisors. 350,000 employees are using this approach that emphasizes education, not a sales pitch.
Results We have helped our clients select vendors they are happy with, funds that make sense in their lineup, and save money for their company and their participants. We are instrumental in helping plan sponsors provide a great retirement program for their employees.
Care We care about our work, our clients and their participants, and it shows in all that we do.
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