Plan Sponsors

You offer a great benefit.
We help you manage it right.

Sponsoring a retirement plan is a meaningful commitment to your team. We help you run it well and protect yourself doing it.

Your Responsibility. Our Expertise.

Offering a retirement plan is a benefit.
Managing one is a fiduciary obligation.

When you sponsor a 401(k), you take on legal responsibility for how it’s run. Most business owners don’t realize how much exposure that creates — or how straightforward it is to manage properly with the right support.

We work with plan sponsors across Michigan to keep their plans compliant, cost-effective, and genuinely valuable for their employees.

Are You Exposed Here?

You haven't benchmarked your plan fees against the market recently

You're not sure your investment lineup is appropriate or well-monitored

You don't have a written investment policy statement or documented fiduciary process

Employees aren't engaging with the plan or getting the guidance they need

The plan isn't designed to maximize benefits for you as the owner

$3.2M

average ERISA lawsuit settlement against plan sponsors who failed to document their fiduciary process

41%

of small business retirement plans are paying above-market fees without the sponsor knowing

higher employee retention for companies with well-managed, actively communicated retirement benefits

Protect Yourself. Serve Your Team.

A well-run plan is good for everyone — including you.

A properly structured retirement plan isn’t just a compliance exercise. It’s a competitive advantage, a meaningful benefit, and one of the most powerful tax tools available to business owners.

Our Plan Sponsor Services

We help you run a great plan — and protect yourself doing it

Fiduciary Support

We act as a co-fiduciary on your plan, documenting the process, monitoring investments, and helping you meet your legal obligations as a plan sponsor.

Investment Monitoring

Regular investment reviews against benchmarks — so you can demonstrate a prudent process and make changes when the data supports it.

Fee Benchmarking

We compare your plan costs against the market so you know you’re paying a fair price — and have documentation if you’re ever questioned.

Participant Education

Enrollment meetings, one-on-one guidance, and ongoing support to help your employees actually use the benefit you’re providing.

Our Process

A clear path from plan review to full fiduciary confidence

We start with an honest assessment of where your plan stands today, then work with you to close the gaps — on your timeline.

Plan Review

We assess your current plan — fees, investments, documents, design — against industry benchmarks and best practices.

Gap Analysis

We identify where you’re exposed and where there’s opportunity to improve outcomes for you and your employees.

Implementation

We help make the right changes — to investment options, fee structures, plan design, and documentation.

Ongoing Oversight

Regular investment reviews, annual benchmarking, participant education, and fiduciary documentation — every year.

Fiduciary Risk Assessment

What's your fiduciary risk score?

As a plan sponsor, you carry legal responsibility for your 401(k). 5 questions to assess your exposure.

Question 1 of 5 0%

out of 15

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