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866-325-1278
Customer Service

Our Beliefs

Mission:

Our foremost objective is to meet the participants’ financial interests by offering sound investment solutions, and the highest quality funds at the lowest cost.

Vision:

To be the Premier Retirement Solution

Brand:

Independent and Impartial Retirement Solutions

Company Values:

Our values are paramount to us as a company; they guide how we relate to our Participants, our Plan Sponsors and to each other.

1. Integrity: We employ the highest ethical standards and best business practices to build public trust, confidence, and accountability. We provide outstanding service exemplified by professionalism, dependability, responsibility, and efficiency.

2. Successful and Empowered Employees: We foster an environment where employees are the foundation for good performance. Employees are empowered to make decisions required to serve our customers.

3. Commitment to our Clients and Participants: We consistently seek to provide quality solutions at an affordable price. We will handle every customer interaction in a knowledgeable, courteous, and accurate manner.

4. Relationships with our Plan Sponsors and Insurance Carriers: We partner with our plan sponsors and insurance carriers to build strong alliances and enduring relationships.

5. Quality Results: We foster and support excellence and professionalism in carrying out our mission, vision, and goals for the delivery of outstanding service to our clients, plan sponsors, and participants.

We pledge to adhere to the highest standards of ethical dealings. We will act in strict compliance with all regulatory rules, interpret tax laws regarding the plan in the most conservative and thorough manner, disclose our financial statements to the Plan Sponsors and avoid any activities that compromise our responsibilities as a retirement plan administrator. We will voluntarily submit to independent audit and reviews which will be disclosed to the Plan Sponsors. In addition, we will show no favoritism to any of the mutual fund companies and will continue to act in the best interests of our plan participants knowing that such behavior will result in profitability.