Ellis Advisory Group specializes in employee sponsored retirement plans.  We are a third party consultant and can therefore provide pure unbiased recommendations.  We do a thorough review of your current situation and make reccommendations accordingly.  Our goal is not to move your plan!  Our goal is to analyze what you currently have, do a thorough review, and provide you with information and recommendations.  Some of the services we provide are as follows:

- Full Review and Commentary on all current vendors and providers
- Comprehensive benchmarking of all options currently in place
- Plan design review and recommendation
- Full Employee Education support
- Fiduciary compliance assistance
-Due diligence implementation and review
- Vendor search and selection
- Investment policy statement development and review
- Full ERISA review of current options
- Full fee analysis and market comparison
- Qualified rollover assistance

The types of plans we work on include but are not limited to:

- 401(k)'s
- Profit Sharing Plans
- Cross-Tested Plans
- Defined Benefit Plans
- Cash Balance Plans
- 457's
- 403(b)'s
- SIMPLE's

The needs of each group or individual can vary greatly.  We reccommend that you contact us so that we can do a free consultation and custom tailor a plan to best suit your needs. 

Please call Grant at (615) 369-0655 or email him at gellis@ellisbenefits.com.