the 401(k) team @ CAMI serves as independent advisors that adhere to a process driven model providing customized solutions to plan sponsors regarding 401(k) plan design, fiduciary guidance, employee education and motivation, as well as, investment consulting and mutual fund monitoring.

Our process was developed specifically for Investment Stewards - trustees, investment committee members, attorneys, accountants, institutional investors, and anyone else who is involved in managing investment decision-making.  The process serves as a foundation for prudent investment fiduciary practices.  It provides investment fiduciaries with an organized process for making informed and consistent decisions.

the 401(k) team @ CAMI acts as the "point guard" of the retirement planning team providing pro-active personal attention that infuses confidence with the plan trustees, staff, and participants.