Retirement Plan Fiduciary Advisor Consulting

We are a Certified Plan Fiduciary Advisor (CPFA).  Our knowledge of qualified retirement plans and our dedication to employee education is what differentiates us.  We assist in all aspects of your retirement plan management and work closely in partnership with your TPA, recordkeeper and auditor.

Our services include:

  • Support of fiduciary roles and responsibilities for plan administrators
  • Plan Governance & Design
  • Flexibility to work with most recordkeepers
  • Investment Policy Statement design and Investment Committee formation
  • Investment selection, oversight and performance monitoring
  • Open Architecture platforms with the ability to have mutual funds or ETF’s in your fund menu
  • Self-directed brokerage account platform available
  • Quarterly customized employee education sessions
  • Annual compliance review, assessment of plan costs and service
  • Transparent fee-based pricing, no commissions or revenue sharing.

GCWM Financial Wellness Program

Our turn-key financial wellness solution is derived from the belief that the worksite is the last great hope for educating individuals on healthy financial habits.  Our annual program is designed to act as a catalyst for behavioral change through engagement, education and empowerment.  Our goal is to help your employees build positive financial habits and make better financial decisions in order to save for their retirement.  Contact us to learn more about implementing this program into your benefits offering for your employees.