Our IRA solution allows you to lower plan costs, reduce liabilities, and focus on current employees. This includes significant business events, such as bankruptcies, mergers, acquisitions, and business closures that often result in employers terminating or abandoning their retirement plans.
Your Ally in Retirement Services
We partner with institutional retirement service providers and plan sponsors to ensure the long-term financial health of retirement plans and their participants. We are passionate about encouraging, protecting, and growing retirement savings to make it affordable at all levels of the retirement industry.Retirement Services Benefits
Do the Math
Between 2005 and 2015, it is estimated that 25 million terminated employees left one workplace plan account behind – many of which are accounts with small balances. These accounts can be costly and drain plan resources, which can impact participants in the plan with larger balances. Use our calculator to gauge how much you could potentially save annually by rolling over these accounts.Calculate Savings
Working with the Best
Our clients view us as a partner that goes above and beyond to provide solutions to their retirement plan needs. We work with plan sponsors, recordkeepers, TPAs, payroll providers and financial services companies.
We also team up with other professionals including financial advisors and employee benefit and bankruptcy attorneys, always with an eye toward improving plan administration and retirement outcomes.Meet the Team