OUR SERVICES

Our mission is to transform the paradigm of the traditional Wall Street relationship between businesses and their retirement plan advisors through transparency, comprehensive evaluation of all plan fees and services, and unbiased solutions tailored to each individual client. We believe every company – regardless of size or revenue – deserves the attention of a high-quality fiduciary advisor. By solely focusing on employer sponsored retirement plans and aggressively managing our overhead costs, we offer a better experience for plan sponsors and their participants while charging a fraction of our competitors’ fees.

As an independent consulting firm, Pyxis partners with businesses by creating personalized retirement plans designed to achieve the unique goals of each plan sponsor, while helping them fulfill their legal responsibilities as a fiduciary. Our independent structure affords us the ultimate flexibility to evaluate and select service providers that are best suited to accomplish the goals of our clients.

We focus on all aspects of customer satisfaction for plan sponsors and their participants. We understand change can be met with apprehension, so minimizing disruption to the user experience is among our top priorities. Plan sponsors of all sizes can benefit from our institutional strategies and services at a price point that can’t be beaten. Our core services include:

Plan Design & Compliance Consulting

<b>Plan Design &#38; Compliance Consulting</b>

Ensure your plan is structured to effectively achieve your firm’s goals and complies with current regulations

Investment Selection & Monitoring

<b>Investment Selection &#38; Monitoring</b>

Design and monitor investment lineups and provide recommendations as a fiduciary for plan sponsors

Service Provider Evaluation, Selection, & Implementation

<b>Service Provider Evaluation, Selection, &#38; Implementation</b>

Review and assess fees and services for all aspects of the plan. Coordinate with vendors to ensure seamless implementation for all recommendations

Plan Sponsor & Participant Education

<b>Plan Sponsor &#38; Participant Education</b>

Develop training materials and workshops to ensure plan sponsors understand their obligations as fiduciaries and participants understand what is being offered in their retirement plan

Investment Consulting

<strong>Investment Consulting</strong>

Work with recordkeepers and advisors as a 3(21) or 3(38) fiduciary. Services include investment selection, monitoring, and custom reporting.

Fiduciary Checkup

<b>Fiduciary Checkup</b>

Flagship solution for service provider evaluation. Click here for additional details.