Our Focus is on trucking companies by helping provide their employees and drivers with better financial tools while helping fleets strengthen driver recruitment and retention.

We will work with trucking companies across the U.S. in two primary areas:

  • 401(k) Plan Management
    We help companies evaluate, manage, and improve their retirement plans, with a focus on participation, education, cost, investment options, and creating a benefit that drivers actually understand and value.
  • Individual Employee Retirement Analysis
    Employees want to know what to expect at retirement; our Certified Financial Planner can give them a monthly estimate of what their savings will provide. We provide drivers and employees access to professional financial guidance beyond their 401(k)—helping them better understand saving, investing, and retirement planning,

we successfully create a path to help participants achieve the ultimate goal of a sustainable and comfortable retirement

support your company with the complex and evolving fiduciary and plan sponsor duties

we can determine the most effective match and vesting schedule based on your industry and employee census

401(k), Deferred Comp, Cash Balance, Defined Benefit - the most effective plan will be presented

401k Success

The program can provide an enormous is connection to driver retention.

The trucking industry has invested enormous resources in recruiting drivers. I believe there is an equally important opportunity to help drivers build stronger financial futures and give them another compelling reason to stay with a company that invests in their long-term success.

This isn't about simply offering another employee benefit. It's about helping fleets create a financial-wellness strategy that can become part of their overall driver value proposition.

  • Profit Sharing
  • 401(k)
  • 403(b)
  • 457
  • Cash Balance
  • Non-Qualified Deferred Compensation
  • Defined Benefit
  • Executive Compensation

Our "boardroom to break room" approach is built for the realities of trucking and logistics. We support owners by designing, monitoring, and protecting the 401(k) plan at the fiduciary level — reducing your liability and simplifying your workload. Through clear education one on one, fund guidance, and personalized retirement analysis for those in their 50's and 60's, we help employees see their financial future.

This combination of strong fiduciary oversight and hands on participant support is why companies have trusted us as a premier corporate retirement planning partner for more than 15 years — and why our plans consistently deliver better outcomes for both employers and their teams.

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