Strategic Alliances


ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals. The membership is comprised of the many disciplines supporting retirement income management and benefits policy. Members are part of the diversified, technical, and highly regulated benefits industry. ASPPA represents the most committed individuals of the profession—those who have made a career of retirement plan and pension policy work.

The purpose of ASPPA is twofold:

  • To educate retirement plan and benefits professionals
  • To preserve and enhance the private pension system

Based in the nation’s capital, ASPPA is a non-profit professional organization acting on behalf of its 11,000+ members to improve retirement income policy. In pursuit of these goals, ASPPA offers extensive educational opportunities for its members—from professional credentialing to continuing education. ASPPA Government Affairs department keeps a close watch on all legislative and regulatory activities affecting retirement benefits and pension policy.

For more information about ASPPA, click here to go to their website.

401k Coach Program

The 401k Coach Program offers expert training to develop the skills, systems and processes necessary to excel in the 401(k) industry. The unique learning environment provides industry professionals the opportunity to network and exchange ideas.

For more information about 401k Coach Program, click here to go to their website.


Dimensional is a different kind of investment firm. An unwavering confidence in capital markets has freed Dimensional to think differently about investing and push the frontiers of innovation. Over the years, they have translated financial research into real world investment solutions, and through a revolutionary approach allowed investors to seek to capture what the market offers in all its dimensions.

In 1981, Dimensional launched its first strategy based on research documenting the stronger performance of U.S. small company stocks. Today, they manage over $245 billion, their management services available only to institutional clients and through select financial advisors.

Our relationship with Dimensional is based on a shared view about how capital markets work and how best to provide clients with a successful investment experience. Access to Dimensionals comprehensive offering of institutional caliber mutual funds enables us to provide our clients with globally diversified, low cost and tax efficient portfolios beyond what is available to the average "retail" investor.

For more information about Dimensional, click here to go to their website.

TD Ameritrade Institutional

TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients. We provide a robust offering of products, programs, and services designed to help advisors build their businesses and do the best possible job they can to help their clients with their financial goals.

We are also committed to advocating on behalf of advisors and their clients on important issues. We understand the importance of being a fiduciary and strive to support RIAs in their efforts to serve their clients.


Benchmarking is a cost effective approach to determine fee reasonableness for services rendered as well as providing the necessary documentation to support a prudent process. PlanTools™ benchmarking solution provides 16 different reports that address expense analysis, benchmarking fee categories and service lines. In addition, PlanTools™ provides a unique interface to analyze revenue sharing by platform and the flexibility to incorporate the necessary descriptive text to meet 408(b)(2) disclosure requirements.

For more information about PlanTools™, click here to go to their website.

Alliance Benefit

Alliance Benefit Group of Houston, Inc. (ABG) is one of the fastest growing pension administration and recordkeeping firms in Texas. We provide services to all types of qualified retirement plans, with particular emphasis on 401(k) plans.

Alliance Benefit Group of Houston, Inc. is certified by the leading industry trade groups and institutions. It is important to us to maintain these high qualities and standards in order to provide our clients with the best service possible.

For more information about Alliance Benefit, click here to go to their website.


ASPire is an Application Service Provider (ASP) with innovative web based technology that allows us to bring together unbundled retirement plan service providers in an integrated platform that, from a service perspective, creates a bundled environment. The “unbundled bundled” approach brings together unbiased, industry-leading service options and competitive pricing.

For more information about Aspire, click here to go to their website.

Nicholas Pension Consultants

NICHOLAS PENSION CONSULTANTS specializes in quality pension plan administration with local service at a reasonable cost. We are a fee only, third party pension administration and consulting firm that does not handle any investments or insurance. Along with our affiliated offices, we currently administer over 3,000 qualified retirement and section 125 cafeteria plans. Our goal is to provide excellent service to all clients by working closely with their tax and financial advisors.

For more information about Nicholas Pension Consultants, click here to go to their website.

Smart Dollar

In an industry full of quick fixes, we solve the real problem. Financial wellness is the latest buzzword in benefits, but we've been teaching it for more than 20 years! We invented financial wellness. For more than two decades, we've been helping families change their financial futures one step at a time, and millions of families have gotten on a path to financial security by working our principles. We've learned over the years that the things people think are the problem—debt, money stress and a lack of savings—are really only symptoms of a bigger issue.

For more information about Smart Dollar, click here to go to their website.


Finally a 401(k) Enrollment and Education Solution That Can Actually Help Solve America’s Savings Crisis. It’s time to retire your old enrollment and education approach and replace it with one that actually works. iJoin is the first mobile-based, open architecture, responsive and transactional retirement and enrollment system ever created. And it’s completely turnkey — dramatically simplifying the process for employers and plan participants. By applying behavioral economics, iJoin is the first and only solution that motivates and empowers participants to save more and save more often — delivering superior results for 401(k) plans and participants.

For more information about iJoin, click here to go to their website.