At Sycamore Retirement Consultants, we serve as a fiduciary partner to plan sponsors by taking responsibility for plan investments and working to ensure compliance with the Employee Retirement Income Security Act of 1974 (ERISA). Our flexible approach allows you to choose the manner in which we work with you – either as a 3(21) co-fiduciary or as a 3(38) investment manager.
Our experienced investment professionals have particular experience working with retirement plan sponsors. We understand the ins and outs of retirement plan administration, record-keeping, plan investment lineups, reporting and more. We also provide guidance to help clients navigate the unique provisions of pooled employer plans.
Meet Our Lead Advisor
Duane W. Sunby Jr., AIF®
Duane Sunby is the lead advisor at Sycamore Retirement Consultants and is an Investment Advisor Representative of LPL Financial. He helps clients navigate a wide range of financial challenges and integrates cost-effective recommendations based on each client’s personal and professional financial goals. He specializes in offering a wide range of custom strategies and solutions to meet his corporate clients’ diverse retirement plan needs and help enable them to pursue their retirement plan goals based on their budget, participant demographics and risk tolerance.Read More