Yes. In addition to workplace benefits and 401(k) plans, we provide private wealth services for business owners, executives, employees, and their families. Many clients start by working with us on employer-sponsored plans and later seek guidance on financial planning, investment management, and retirement strategy as their personal financial needs grow.

Benefits benchmarking is the process of comparing your current employee benefits plan, costs, carriers, and plan design against available market options. It helps employers see whether their benefits are competitive, cost-effective, and aligned with employee needs.

Employers should review their 401(k) plan to evaluate costs, investment options, provider performance, participant education, and fiduciary responsibilities. A regular 401(k) review helps document due diligence and identify outdated plan features.

No. A benchmark review does not require you to change providers. The goal is to show where your current benefits or retirement plan stands so you can decide whether a change is worth making.

Employers should benchmark their benefits plan regularly, especially before renewal season or after major changes in hiring, employee needs, or plan costs. Regular benchmarking helps businesses compare current options and avoid staying in an outdated plan by default.

We start by showing employers where their current plan stands before recommending changes. That benchmarking-first approach helps business owners, CFOs, and HR leaders compare options, understand costs, and make decisions based on evidence rather than habit.