People are a company's greatest asset. In order to attract and retain talented employees companies offer them winning compensation packages complete with benefits like 401(k) plans, Profit Sharing Plans and Defined Contribution Plans. As an added bonus, these plans carry special tax advantages for employees and their companies. However, if poorly managed they can create a myriad of problems for both parties.

Our Corporate Benefits Group delivers an independent, integrated and focused solution, which combines a unique asset allocation program, comprehensive participant education and best-in-class partners like Dimensional Fund Advisors and Benefit Street to help sponsors manage their plans effectively while helping participants build wealth.

Whether you have 25 or 3,000 employees, we don't believe you should have to sacrifice service for quality. We are committed to providing the highest level of service to each of our corporate benefit plan clients and their participants. Our specialized corporate benefits team provides comprehensive and personal client service. They will meet with you regularly, keep you abreast of important changes and work with you to develop a plan that meets not only your needs, but those of your participants as well.

To learn more about putting our corporate benefits solutions to work for you, call us at 650-610-6100.