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From compliance and administration to retirement readiness and employee engagement, we are committed to providing helpful and relevant resources to our plan sponsor clients and prospects.   

Choosing mutual funds for your retirement plan’s investment lineup can feel like wading through a sea of alphabet soup. Fund companies typically offer multiple share classes, each sporting its own unique letter. A shares, C shares, I shares, R shares — what does it all...

As a retirement plan sponsor, a fiduciary audit file checklist will help you to compile documents to keep your fiduciary audit file up-to-date and assist with periodic reviews of your plan.

These documents should be readily at hand in the event that a DOL auditor shows...

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Items Your Annual Retirement Plan Review May Be Missing

March 5, 2018

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Honolulu, Hawai`i 96813

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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, HI, IL, NV, OR, & WA.