Independent investment analysis through our proprietary Scorecard System™.

• A proven institutional approach to researching and evaluating fund managers and investment strategies.

• Tracks nearly $400 billion in retirement assets and evaluates 40,000+ investment options across hundreds of provider platforms.

• Easy-to-understand, 10-point scoring system.

• Chartered Financial Analyst (CFA) charterholder-led research team conducts hundreds of money manager meetings annually and provides high-level investment consulting.

Thorough market analysis and guidance through exclusive B3 Provider Analysis™ technology.

• Compare competitive proposals within a live-bid environment.

• Compares 400+ data points from 100+ service provider platforms.

• Enables you to easily evaluate your plans, fees, services and investments.

Guidance you need to navigate the legal and compliance landscape and reduce fiduciary liability exposure.

• Fiduciary Fitness Program™ (FFP) measures health of a retirement plan and offers remedies through education, diligence and intelligent process.

• Holistic approach to fiduciary best practices through the FFP’s Fiduciary Plan Review™, Fiduciary Diagnostic™ and 20+ fiduciary education and documentation modules.

• Former practicing ERISA attorneys on staff.

• Ability to serve as either a 3(21) fiduciary or 3(38) fiduciary.

High-impact plans consistent with your company’s culture that drive successful participant outcomes.

• Courageous Plan Design™ consulting, including automatic enrollment, higher minimum deferral rates, automatic deferral escalation, employer matching programs, and loan and hardship provision elimination.

• PLANavigator™ system shows you high-impact plan design scenarios that maximize participant retirement income potential while minimizing employer cost.

Highly customized individual and group participant content structured to optimize outcomes.

• Bilingual employee education staff accessible through toll-free phone and email help lines (through recordkeeper)

• Group education, enrollment meetings and one-on-one sessions.

• Access to financial wellness program designed to create financial wellness for all participants.

Thorough process to identify a “best-fit” target date fund (TDF) series that is right for your plan.

• The Department of Labor (DOL) published a TDF Tips sheet stating that plan fiduciaries are expected to appropriate risk postures prior to selecting a TDF.

• Our in-depth TDF suitability process evaluates plan-specific assumptions, demographics and participant tendencies in order to identify a best-fit TDF for the plan.

• We identify and compare off-the-shelf and custom options that match a client’s needs.