What? PPS Can Offer You

Organizations

Retirement Plan Consulting including:

• RFP/Benchmarking Services
• Plan Sponsor Fiduciary Education – helping business owners understand and monitor their fiduciary obligations
• Employee Education Programs - driving enhanced participant outcomes
• investment Co-Fiduciary Services – Investment Policy Statement Review, Fund Lineup Selection/Monitoring
• Financial Wellness Programs
• Fee Transparency and Product Neutrality

Individuals

Full Scope Financial Planning Services including:

• Financial Coaching
• Private Wealth Management
• Insurance Planning
• Estate and Trust Planning