Flautt Hare Davis

A Dedicated Team Committed to Empowering Your Retirement Plan

Prudent Process stands as a trusted partner, helping businesses elevate their retirement plans and empower their employees for a brighter financial future. With a proven track record in cost reduction, investment improvement, and exceptional communication, we are committed to making your retirement plan stand out.

Our Guiding Principles

We operate under the core values of accountability, transparency, and personalized solutions. We tailor our approach to each client's unique needs, ensuring the highest quality service and impactful results.

Comprehensive Expertise

Our team of experienced retirement plan professionals offers a comprehensive suite of services to address every aspect of your retirement plan.

1. Service Provider Optimization

• Comprehensive evaluation of current providers
• Negotiated fees and terms
• Implementation of high-performing, low-cost providers

2. Investment Management

• Comprehensive investment selection and monitoring
• Utilizing low-cost share classes
• Ongoing performance analysis and optimization

3. Communication & Engagement

• Tailored communication plans
• Financial education workshops
• Personalized guidance and support

4. Continuous Improvement

• Regular plan review and analysis
• Adaptation to changing regulations and market trends
• Proactive identification and implementation of new opportunities

The Prudent Process Difference

What sets us apart:

• Data-driven approach: We rely on data and industry insights to make informed recommendations.
• Transparency and accountability: We provide clear and concise reports and progress updates.
• Client-centric focus: We prioritize your needs and goals to achieve successful outcomes.

Partnering with Prudent Process, you can

• Reduce retirement plan costs
• Improve investment quality and performance
• Enhance employee engagement and satisfaction
• Gain peace of mind knowing your employees' financial future is secure.