The expertise and scope of services provided by our team are designed to assist plan sponsors in a complete and comprehensive manner.
As seasoned professionals in the retirement industry, we work with corporations, nonprofits, and associations and have an unwavering mission to do what’s necessary to best support our clients.
Our services include assisting plan sponsors with:
Our platform's curated access to resources, investments, technology, services, and tools allow us the freedom and dexterity to adapt and evolve with industry and market changes as they happen. Our continued mission is to provide you with the most cutting-edge, comprehensive planning and investment support available in order to deliver an exceptional client experience at a competitive cost.
Concurrent Investment Advisors, our strategic operational partner, provides compliance, supervision, operational support, investment due diligence, and technology that allows us to provide you financial and investment guidance through their RIA platform.
Through the Concurrent ecosystem, we are positioned to serve a more expansive spectrum of the needs of you and your employees than ever before.
With Concurrent, we’re able to spend more time answering your questions and less time on administrative tasks.