Working for the plan sponsor (meaning the company that adopts the plan) we recommend investment options for the plan, provide fiduciary guidance, and act as a coordinator for the various moving parts these plans often exhibit.  We further act as an advisory resource for retirement plan participants.  We also provide quarterly reports showing how the plan investments are holding up, which helps shoulder the fiduciary responsibilities normally taken on by the plan sponsor.  Plans can include traditional 401k’s or 403b’s, SIMPLE Plans, or SEP IRA’s.  We can explain the differences and find the best fit for your situation.