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Our objective is transparency: each plan sponsor should understand the fees and compensation for all the services they are paying for.

This includes transparency about our own services. Our compensation is exclusively fee based, disclosed, and paid directly or indirectly by the plan sponsor. Our fee structures fall into the following two categories:

  • fixed or asset-based fees
  • asset-based product compensation

In terms of products, we are unbiased regarding funding strategies and seek only to design and comprehensively manage the best fit funding strategy tailored for each plan sponsor’s specific objectives.

We believe there are untapped opportunities that may improve results for your company and your plan participants. Find out more about our forward-looking approach to managing your executive benefit plan.

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