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Retirement Plan Consulting: 

For Those Who Build, Connect, Protect and Power Communities. 

 

Specialized 401(k) Consulting: Telecom, Fiber, Construction & Utility Co-ops. 

Retirement strategies built for the industries that build America.

 Legacy Plan Optimization
Many firms in these industries operate with legacy retirement plans that no longer align with modern workforce needs or fiduciary standards. We help you:
  • Evaluate outdated plan structures
  • Transition to more efficient, cost-effective designs
  • Integrate institutional share classes and CITs to reduce fees and improve performance
M&A-Driven Compliance Audits
With frequent mergers, acquisitions, and reorganizations, compliance becomes critical. Our team conducts:
  • ERISA and IRS compliance audits
  • Fee benchmarking and Brightscope analysis
  • Corrective distribution reviews and fiduciary risk assessments

 

Non-Qualified Plan Evaluation
For executives and key personnel, we offer guidance on:
  • Non-qualified deferred compensation plans
  • SERPs and executive bonus arrangements
  • Integration with qualified plan benefits and tax-efficient structuring

  

 
Full-Service or Modular Support
Choose the level of support that fits your business:
  • Full-Service Consulting: Plan design, vendor due diligence, investment committee setup, participant education, and quarterly reviews1
  • Modular Services: Select only what you need — compliance audits, investment monitoring, or participant communication.
Participant Education & Communication
We deliver tailored education programs that speak the language of your workforce — whether they’re in the field, on the line, or in the office. Our goal is to empower employees to make informed retirement decisions.
 
 
 

 

Transparent Pricing & Fiduciary Clarity
Our pricing is straightforward and built to scale. Whether we serve as a 3(21) advisor or take full 3(38) fiduciary responsibility, we ensure:
  • Clear fee disclosures
  • No hidden revenue-sharing arrangements
  • Ongoing monitoring and documentation 
 
Technology-Driven Reporting
Using platforms like FI360 and Perceptive, we automate:
  • Quarterly investment reviews
  • Fee benchmarking reports
  • Custom presentations and meeting agendas

 

 

 

Let’s Build a Retirement Strategy That Works

Whether you’re a rural co-op modernizing your benefits or a fiber provider scaling nationally, we’re ready to help.
Schedule a consultation to explore how our industry-specific expertise can support your team’s future.
đź“ž Call: (910) 240-9810
📧 Email: [email protected]