FIDUCIARY RESPONSIBILITY:

Serving as co-fiduciary, we share the fiduciary responsibility with you. This is critical because it legally requires Acropolis to put your company’s plan and participants’ interests above all else at all times, and significantly reduces your company’s exposure to potential employee litigation.

TRUSTED ADVICE AND COUNSEL:

We do not sell anything. We have no funds to push and no hidden agenda – we offer unbiased advice with absolutely no conflicts of interest. Our sole motivation is to provide the solution that meets your corporate objectives and affords the participants sound investment options, asset allocation strategies and performance.

PLAN DESIGN AND CONSULTING:

Our process is structured to explore all available alternatives in crafting a plan design that encourages employee participation while meeting your corporate objectives. Our expertise and experience allow us to recommend a selection of plan design features including the traditional 401(k) profit-sharing plan, as well as age-weighted, new-comparability and safe-harbor plan designs.

INVESTMENT EXPERTISE:

Acropolis has a deep knowledge of successful investment strategies and our investment professionals have many years of investing experience through all market cycles. We have the expertise to counsel participants on the degree of market risk required to meet their individual goals and which plan investment options are most suitable for them. Finally, we can skillfully communicate in layman’s terms what participants should do, and why.

SERVICE:

Acropolis is recognized for exceptional service. We understand that accessibility and immediate response to the needs of the sponsor and participants are key to a successful relationship.