Plan Sponsor

We serve as your financial hub, heading up a team of advisors, including wealth, tax and legal specialists, to support the future of your business and your employees.
We collaborate with leaders across the Marcum affiliates, including a deep bench of tax and accounting professionals, to provide you with cohesive, multidisciplined and customized retirement plan solutions that can mitigate fiduciary risk, reduce costs and minimize the administrative burden.
We can also provide guidance to your employees to help them improve their financial wellness and retirement readiness.
As your retirement plan services advisor, we work with you to understand and simplify the complexities of your situation to help you clearly address your multifaceted goals.

We provide process management, industry knowledge and regulatory governance to help you maintain your 401(k) liability.
Our unbiased agenda is to do right by you and your business. As your fiduciary, we put your interests and goals, and those of your business, first.
We can educate you every step of the way to support you in making informed decisions.
We aim to be your first call, your primary resource for answers on all aspects of your business world. If we do not have the answer, we have the curiosity and resources to find it.

Improving financial wellness and retirement readiness.