ERISA 3(21), ERISA 3(38), Pensions

We have a shared goal: creating a retirement plan that will enable your employees to enjoy a secure retirement. Pivotal acts in a co-fiduciary capacity to retirement plans. We work with both defined contribution (403(b), 401(k), 457) and defined pension plans. We can serve in an ERISA 3(21) or 3(38) capacity or manage a multi-asset strategy in a carve-out pension structure.