WHY WE DO IT: To Help Make Your Goals Happen

WHO WE ARE > WHY WE DO IT > HOW WE OPERATE > WHAT WE DO

As a company we believe that for most Americans, the 401(k) plan is the primary savings and retirement vehicle. Gone are the old days of Pension plans and reliable Government social security. Today the mantra is YOYO, your on your own. We want participants to reach their financial goals and we know the only way that is going to happen is if we do two things.

  1. We reduce your 401(k) Administrative and Compliance burden, which will allow you to focus on what you do best.
  2. And this will allow us to focus on what we do best, the objective investment selection and proactive participant education which will improve participants investment performance, results and overall knowledge.

We believe that when we step in as Co-Fiduciary Adviser, we can accomplish these goals, and for us, that is our WHY, which motivates us everyday.

View the entire Alpha Advantage Pyramid.