For small and mid-sized business retirement plans (401k, Profit Sharing, Cash Balance, DB Plans, etc.) and aimed to provide 3(38) full fiduciary coverage, in person client service & investment guidance, multiple record-keeping & TPA options, and investment flexibility above what is typically offered. Help smaller plans, who are typically underserviced, by offering a personalized and robust service typically reserved for much larger organizations. The small plan space of $1-10m retirement plans is significant in size and scope, and represents a huge potential for the right candidate to sell in a consultative function working directly with company owners and decision makers.
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