We provide experienced, enhanced fiduciary services for a reduced flat fee.

Request a Proposal to easily determine if plan improvement with Prudent ProcessTM is right for your organization.

Plan sponsors are often surprised at how much money can be saved for plan participants when the investment limitations are lifted, revenue sharing is eliminated, and service provider contracts are improved.

That includes the relationship with your plan advisor.

Flat fee pricing helps manage conflicts of interest and declines as a percent of assets as the plan grows during the contract period.  Overall plan improvement can potentially result in better retirement outcomes for your participants and, as a side benefit, can have a positive impact on your company’s bottom line.

Request a Free PRUDENT PROCESS Proposal and Comparison

Prudent Process Retirement Plan Advisors / Investment Managers 330 Mallory Station Rd. Suite A-2 Franklin, TN 37067

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, FL, GA, KY, TN

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, member FINRA/SIPC.  Other advisory services offered through Independent Financial Partners (IFP), a Registered Investment Advisor.  Prudent Process and IFP are separate entities from LPL Financial.