Highly qualified and experienced consultants - We are well respected for providing guidance and consulting to our clients regarding applications of ERISA law and regulations to specific situations.
Credentialed and experienced (over 25 year average) account executives - Our Account Executives are directly responsible to our clients and handle issues such as complex plan design and mergers/acquisitions in addition to meeting with clients and responding to a wide range of questions. We place communication skills on an equal par with technical knowledge.
Personal signed commitment - We sign a statement of our commitment to excellence in client service and accountability.
Client survey results - Over the years we have received very favorable responses to independent surveys which rate the quality of client service.
Quality control - Our review procedures give assurance of accuracy of reporting.
Team performance - We recognize the importance of operating as a team with the employer, financial advisor, investment provider / record keeper, auditor, company CPA, and attorney.
Technology strength - We have up to date computer equipment and systems, well organized and uniform structure of data bases, and daily off site back up.