• eFiduciary Advisor (eFA)

    eFiduciary Advisor (eFA) was built to solve the complex problems of retirement plans. With eFA, you have an automated process that allows you to delegate the complex duty of being an Investment Management Fiduciary, as well as ensure the plan is cost competitive.

    eFA is a systemized solution that allows Advisors to focus on their clients, while letting eFA focus on taking care of the intricate needs of the plan. As Retirement Plan Consultants we help make retirement plans more efficient and cost effective with our various services. –

    We also offer packaged retirement plan solutions to meet the specific needs of the Plan and Advisor:

  • Expand Revenue Manager (ERM)

    Simplify your revenue collection, allocation, invoicing, payment processing and reporting with ERM. ERM is designed to help Custodians, Third Party Administrators and Mutual Fund Companies to track and calculate complex fee computations across all fee types and ensure accurate common remitter payments. –