Plan Sponsors

Times have not changed.

Qualified plan participants still want to know what is the best strategy for their retirement assets.

The strategy must be:

  • Easy to follow
  • Prudent
  • Effective in all market cycles

While plan sponsors know that education will only go so far and advice is potentially too hands off, with the right guidance, a less risky and more engaged guidance approach with participants can result in more retirement security.

This is why I created a system for both the accumulation and distribution phases of retirement.

One strategy that is optimal for both phases.

The system is fitted to your existing fund line-up and is designed to take a more active role in guiding participants with a more engaged approach to asset allocation guidance.

To learn more, please submit your inquiry via the contact form.