420 Fort Duquesne Blvd.,
Suite 2000,
Pittsburgh,
PA
15222
412-391-0419
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Confidential Intake
Request a Confidential Structural Assessment
This brief intake helps us prepare for a focused 15-minute structural review. Submissions are reviewed confidentially and used only to schedule your assessment.
Submissions are reviewed directly by our advisory team.
Executive Contact
First Name
Last Name
Email
Your Role
Please Select One
Owner / Founder
CFO / Finance Executive
HR Director
Benefits Administrator
Fiduciary Committee Member
Other
Address
Company Snapshot
Business Name
Number of Employees
Please Select One
1-25
26-50
51-100
101-250
251-500
500+
Approximate Plan Assets
Please Select One
Under $1M
$1M-$5M
$5M-$20M
$20M-$50M
$50M+
Not sure
Plan Snapshot
Do you currently offer a 401(k)?
Please Select One
Yes
No
In development
What prompted this request? (Select all that apply)
Fee transparency concerns
Fiduciary governance / documentation
Plan modernization
Ownership transition / leadership change
Retention / recruiting strategy
Other
Anything else we should know? (Optional)
What Happens Next
1.
Your request is reviewed confidentially by our advisory team.
2.
We confirm whether a structural review is appropriate for your organization.
3.
If appropriate, we schedule a brief 15-minute diagnostic.
Submit Confidentially
Thank you. Your request has been received.
There was a problem with the form submission. Please try again.
