In order to bring you the best possible user experience, this site uses Javascript. If you are seeing this message, it is likely that the Javascript option in your browser is disabled. For optimal viewing of this site, please ensure that Javascript is enabled for your browser. Who We Are

When you partner with us, you can plan on getting more than a retirement plan provider. That’s because we view our role as being broader than just an administrator and recordkeeper. We become strategic and administrative partners with our clients to help them ensure they have a retirement program that continually evolves with their needs and the needs of their employees.


Our Beginnings

Our roots are in retirement plan management and administration for corporations and Taft-Hartley clients. We started as a benefits consulting firm and have stayed focused on being a leader in developing and delivering retirement plan solutions for 40 years. This attitude of consulting permeates in everything we do with our clients and their employees.

Our parent company, New York Life, has been a leader in the financial services and insurance industry since 1845. As the largest mutual life insurer in the United States, New York Life’s mission is to provide financial security and peace of mind through its people, products, and services.


Our Mission

Leveraging our experience and expertise, we offer a full range of products and services that help plan sponsors meet the ever-changing risks that can affect their retirement plan. We do so because we understand how important it is for plan sponsors and their finance and human resource teams to focus on running their business—competition, market, economic, and legislative changes continue to challenge plan sponsors.

Ask your financial advisor or contact us for more information. We’d love an opportunity to demonstrate how you can plan on getting more with us.

© 2012 New York Life Investment Management LLC. All rights reserved.