Strategic Partners


Retirement Plan Advisory Group

We are a member of Retirement Plan Advisory Group, a national alliance of accomplished advisors that demands and delivers a higher-level of strategies, systems, and services to qualified and non-qualified plan clients.

  • Retirement Plan Advisory Group is one of the largest independent retirement plan consulting firms in America.
  • It has billions in retirement plan assets under advisement.
  • It serves plan sponsors that rank within the Fortune 1000—from medical, technology, and food to manufacturing, professional services, and beyond.

The Center for Fiduciary Studies

Our firm complements its internal fiduciary best practices and fiduciary compliance processes with tools and procedures developed by The Center for Fiduciary Studies. As an industry leader in investment fiduciary services, The Center for Fiduciary Studies (Fi360) offers a full-circle approach to investment fiduciary education, practice management, and support. 

  • The Center for Fiduciary Studies was established to develop and advance practice standards of care for investment fiduciaries and advisors to effectively manage their roles as fiduciaries.
  • It provides training programs for investment fiduciaries and offers the distinguished AIF® designation.
  • It is independent of any ties to the investment community.