Plan Level Advisor | Consultant - We define a plan level advisor/consultant as being an individual or team that serves only at the investment committee level, working with them to fulfill their duties. They do NOT operate at the participant level, and instead look to the provider or third parties to deliver services to participants. CLICK HERE

Advisor/Team Providing Education - Self explanatory, these are advisors that work both at the plan and participant level, delivering education or asset allocation guidance under the DoL 96-1 provisions. CLICK HERE

Participant Focused Advisors - Some firms we have met focus their value proposition with plan sponsors on their work at the participant level, providing workshops, 1on1s, education, and/or advice. CLICK HERE