What sets a truly independent retirement plan consultant apart? In this final episode of our Retirement Plan Consulting series, Susan Stiles brings it all together—sharing why independence, customization, and high-touch service are non-negotiable in fiduciary consulting.
You’ll hear directly from Susan about what drives our approach: understanding what each plan sponsor is trying to accomplish, then focusing resources where they’ll have the greatest impact. She explains why being tied to a particular recordkeeper or investment company just doesn’t work, and why one-size-fits-all solutions miss the mark.
The core philosophy is simple but powerful: the deliverable should follow the need, not the other way around. Watch as Susan walks through what this means in practice—and why it matters for your retirement plan.
