Milestone Consultants, Inc. offers fiduciary support to small and mid-sized organizations that sponsor a retirement plan.  We are an independent third party with no conflicts of interest, which means we act as a member of our clients team for their best interests.

We offer both project-based and ongoing services to help our clients with plan due diligence and monitoring, management of the plan vendor RFP process, plan implementation oversight, ongoing fiduciary support to plan sponsors, and individualized advice and education to plan participants as a fiduciary.

Milestone Consultants, Inc.

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Milestone Consultants, Inc.

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