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Superior 401(k) Risk Management

Who We Are

We are 401(k) consultants, and 401(k) plans are our only business.  We offer no other products or services.  For over 30 years we’ve been working on every aspect of 401(k) plans, including design, implementation, investments, compliance, employee communications, provider selection, and fee benchmarking. Our consultants, analysts and support staff have a wealth of client experience in each of these areas.

We are employee owned and completely independent.  We are not affiliated with any other organization, and have no financial or other relationships that conflict with the interests of our clients.  This is extremely important to us, since at all times we serve our clients as an ERISA fiduciary.

CEFEX Certified
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What We Do

We work with employers to help them manage plan risk by structuring and maintaining a sound system of plan fiduciary governance.  In addition to conducting ongoing committee meetings, we serve as a reliable resource for an employer’s internal staff as we are always ready to assist with any plan issues or questions that may arise.

Our offices are located  in Phoenix & Los Angeles, and while many of our clients are in the West, we also represent clients in New York, Washington D.C., Chicago and other major metropolitan areas.  Our clients represent nearly every industry including law, health care, financial services, technology, retail and manufacturing.  We are also fortunate to be able help a number of outstanding nonprofit organizations with their 401(k) and 403(b) plans.