We build our products to offer the same great services whether you are an individual or a corporation. So while you may need to TestInvest your portfolio before moving forward, you can rest assured that each of our offerings will be tailored to meet your personal and/or corporate needs.

Identify – We gather your corporation’s current plan information, then analyze your plan’s fees and expenses, investments, comparable services and fiduciary compliance. If your company does not currently have a plan, we will discuss the characteristics of different plans with you.

Design – We conduct in-depth analysis and direct plan comparisons to ensure the most effective design is crafted and tailored specifically to meet your corporation’s current and changing needs.

Execute – We write your IPS, exhaust the due diligence process to effectively plan your corporation’s financial future, enroll the individual participants, and facilitate the plan transfer process, if you have an existing plan.

Analyze and Assess – We employ our exclusive monitoring system, FOCUS.

Systematize – We continually monitor and re-evaluate a set of processes that allow us to integrate, regulate and even anticipate your needs.