Working together to drive plan success

Ensure your retirement plan is positioned for long-term success with strategies tailored to your organization’s needs. We focus on helping your participants prepare for a financially secure retirement while also providing the excellent service and fiduciary support you need to safeguard your retirement plan.  

Defined Contribution Plans

We offer comprehensive services for 401(k) and other retirement plans that include a wide range of investment options, award-winning participant communication, and fiduciary support.

Defined Benefit Plans

We can help you build a successful strategy to meet your goals, ease your administrative burden, contain costs, and increase employee awareness of the valuable benefits you provide.

Nonqualified Plans

We provide specific expertise for executive compensation and benefit programs to help you attract, reward, and retain key employees. We can also help you with Rabbi trusts.

Benefits Consulting

Our benefits consulting group, Bryan, Pendleton, Swats & McAllister, LLC (BPS&M) can work with you to develop strategies for complex employee benefits challenges.

Support for Consultants and Advisors

Are you a consultant or advisor? Learn more about how we can work with you on your clients’ retirement plan success.
Recordkeeping, trustee, and/or custody services are provided by Wells Fargo Institutional Retirement and Trust, a business unit of Wells Fargo Bank, N.A. This information and any information provided by employees and representatives of Wells Fargo Bank, N.A. is for educational purposes only and does not constitute investment, financial, tax, or legal advice. Please contact your investment, financial, tax, or legal advisor regarding your specific needs and situation.