Our Service Standards

We seek to help employers worry less about implementing and managing their company benefits packages and instead have more time to focus on the interest of their plan participants.

As we focus on serving businesses in our local New England region, we employ a systematic, repeatable prudent process for our clients. By working together as a team, we believe we can better serve your needs and provide ongoing support and advice. Our service standards help our clients feel confident that our actions speak louder than our words. These service standards are:

  • A refund of the most recent quarterly advisory fee if clients are not happy with our service for any reason
  • A fixed flat-dollar fee locked in for three years
  • Phone calls returned by the end of the business day
  • Meeting minutes delivered within 24 hours
  • Email replies within 24 hours
  • Quarterly analytics and documentation delivered electronically 2 weeks before committee session
  • Onsite fiduciary committee sessions
  • Train and promote globally accepted fiduciary standards of excellence
  • Act in an investment fiduciary capacity
  • Ongoing guidance on streamlining HR time spent on plan administrative tasks