Qualified Retirement Plans

We specialize in the integration of socially responsible investments choices with conventional investment selections in the qualified plan design. Drawing on the consulting resources available through LPL Financial Retirement Plan Consulting Program and our association with Social(k), we provide fiduciary consulting and social responsible investment choice services to small businesses who are considering implementing a 401(k)-retirement plan. In our independent role, we guide a prospective plan sponsor through the process of understanding the fiduciary responsibilities of the employer, choosing investments, determining appropriate plan design and size, and contracting with the required plan administrator. Once a plan is implemented, we provide continuing fiduciary reviews of the plan, participant investment education and individual financial planning.