Ellis Advisory Group in employee sponsored retirement plans.  We are a third party consultant and can therefore provide pure unbiased proposals.  We do a thorough review of your current situation and make reccommendations accordingly.  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
- Vendor search and selection
- Investment policy statement development and review
- Full ERISA review of current options
- Full fee analysis
- Qualified rollover assistance

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.