A Better Retirement for Others Begins with You
We’re on a mission to change people’s futures for the better, and we believe that starts with changing the way the retirement plan industry works. For years, American workers have been under-served by their retirement plan providers and financial advisors, while still paying fees that erode their retirement savings.
Our goal is to provide a different approach where our clients are provided the advice, solutions, and education they need to have a happier retirement – while charging a modest fee.
How We’re Organized
The recordkeeping team manages daily processing and trading operations, while also supporting plan participants.
Compliance & Administration
Our compliance & administration team consists of client relationship managers that serve as retirement plan experts to help our clients maintain their plans.
ERISA Advisers, Inc. is our investment advisory firm that’s a state-registered investment advisor. This team provides investment advice to participants and fiduciary expertise to plan sponsors.
Marketing is responsible for raising awareness of the firm’s message and creating content that resonates with our target audience.
The finance team manages the revenue cycle, conducts financial forecasting, and manages firm risk.
The technology team develops proprietary tools and solutions to help operate retirement plans at scale and with a superior user experience.