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(916) 740-2400

Our Fiduciary Governance Program is guided by "Meeting Your Fiduciary Responsibilities," a document created by the Department of Labor to assist business owners. We help our clients manage their key responsibilities. 

Meeting Your Fiduciary Responsibilities

We Limit Liability

We document prudent process with meeting notes, accept fiduciary responsibility for investment decisions, and help you oversee requirements as defined in "Meeting Your Fiduciary Responsibilities."

We Communicate to Employees

We create a custom enrollment video, provide on-site meetings, and employees have direct access to book a virtual meeting anytime on their financial advisor's calendar. 

We Manage Service Providers

We conduct a service provider search, manage a request for proposal process, and negotiate fees. 

Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.
Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

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