1. As a fiduciary we aim to eliminate unnecessary fees such as 12B-1 Fees, in addition to reducing the fees you see and the fees you don't see.  Excessive plan fees that could eat away at participant tax benefits.

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2. Model Portfolios with strategic asset allocation to help participant achieve their investment objectives, based on their individual risk tolerance and time horizon. 

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3. A comprehensive employee financial planning portal with a personalized investor profile, personalized retirement income needs analysis, and debt management.  Participants have 1-on-1 access to a Financial Advisor, as well as on-demand access to educational videos.