Minnesota Offices – 320-587-3444
Ohio Offices – 877-842-9535

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Plan Governance and Committee Support

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Vendor Selection and Disclosure Management

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Document Retention and DOL Audit Ready File

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Fiduciary Education

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ERISA Section 3(21) and 3(38) Investment Services

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Participant Support and Outcome Oriented Education

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True Partners

Retirement Plan Blogs

Planning a Funeral

It's often said that funerals are not for the dead but for the living. For this reason, it's very important that you discuss your funeral preferences with your friends and family if you are preplanning your own funeral. PlanningaFuneral...

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Is there an income limit on who can open a 529 account? Answer: No. There is no income limit that controls who is eligible to open or contribute to a 529 plan account.  

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Retirement Plan Events

Fiduciary Basics

When: Tuesday February 7th 12:00-1:00 CST

Click here to register.

Note: After registering, you will receive a confirmation email containing information about joining the webinar.

 401k Plan Design Trends

When: Tuesday March 7th.  12:00 PM to 1:00 PM

 Click here to register.

After registering, you will receive a confirmation email containing information about joining the webinar

Minnesota Offices

320-587-3444

3800 American Blvd West, Suite 1500 | Bloomington, MN 55440
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16 Washington Ave. W., Suite 104 | Hutchinson, MN 55350
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Ohio Offices

877-842-9535

1715 Indian Wood Circle | Maumee, Ohio 43537
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9680 Sweet Valley Drive, Suite B | Valley View, Ohio 44125
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