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Retirement Plans

Firm

Mandate

Guidance

Dimensional DC

Firm

As an independent Benefits Consulting firm, we seek out a limited number of asset custodians and record-keepers to ensure our clients receive the best strategic advice to accomplish their defined contribution objectives.

By working with selected asset custodians, we narrow our search to those that commit their resources to the most important aspect of your plan:

  • Financial Strength
  • Record-keeping Flexibility
  • Dedicated Team of Resources
  • Participant Education
  • Investment Flexibility
  • Fiduciary Support

We are not associated or bound by any asset custodian or plan provider and are free from any conflicts associated with proprietary arrangements.