Helping Plan Sponsors effectively manage their retirement program and fiduciary responsibilities requires the time and patience of insightful and highly-experienced professionals who are dedicated solely to the retirement plan marketplace. That’s FFoA.
Our keen insight and combined 60 year commitment to the retirement plan industry provides the strong foundation for our Company.
Specialized Commitment. FFoA is focused exclusively on the institutional retirement plan. As specialists, we are extremely well informed about industry issues and Providers’ strengths and weaknesses. This gives us the ability to drive positive outcomes that maximize the value of your qualified retirement plan.
Objectivity. Independently owned and managed, we have no proprietary pressures or quotas to fill. We provide unbiased guidance.
Recognized Talent. Plan Sponsor Magazine names us among the "Best of the Best", the most successful retirement plan advisers who have proven "their worth to their plan sponsor clients and have made a noticeable difference to the plans they serve".
In-Depth Resources. As a Member Firm of National Retirement Partners (NRP) , the nation’s premiere organization of retirement plan advisors, we are part of a national network of independent retirement plan specialists providing advisory services to over 2,500 retirement plans with over $19 billion in assets. Through the sharing of our diverse talents, expertise and a common focus, we are able to deliver an industry-wide perspective and services that have traditionally been available only to the very largest firms. NRP was recognized by Plan Sponsor magazine as “Best in Class Consultants” in their 2004 and 2005 Plan Sponsor surveys.
Our services include, but are not limited to:
· Investment Due Diligence
· Provider Monitoring, Search and Selection
· Plan Expense Analysis and Management
· Provider Negotiations
· Plan Benchmarking
· Plan Design and Compliance
· Investment Policy
· Fiduciary Due Diligence
· Employee Communication and Education
· Nonqualified Retirement Planning
Whether it’s fiduciary issues, fees, features or funds, FFoA is focused on educating and empowering; and guiding you into making the very best decisions for your plan and employees. We pride ourselves in providing solutions that will fit your needs, and we’ll do so in a straightforward, ethical manner.
We look forward to the opportunity of speaking with you.
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