Get a free 5-minute checkup. Find out what you're paying and whether your plan is getting the attention it deserves.
We'll send you the checkup and nothing else. No spam, no sales pitch.
They collect their quarterly fee. They skip your meetings. They don't return calls. And you're left wondering what you're actually paying for. Meanwhile, your employees have questions, your fund lineup hasn't been reviewed, and nobody's benchmarked your fees in years. That's not a relationship. That's a subscription you forgot to cancel.
Advisor you haven't heard from in months
Fees you've never benchmarked
Fund lineup picked years ago and never revisited
Employees confused about their options
A dedicated advisor who shows up: quarterly reviews, proactive calls, real conversations
Annual fee benchmarking so you know exactly what you're paying and what it's worth
Ongoing investment monitoring and fund lineup reviews built around your employees' needs
One-on-one employee education sessions so your team actually understands their benefits
We compare your plan's fees against industry standards so you know if you're overpaying.
We evaluate your fund lineup to make sure it still makes sense for your employees.
We help you understand your fiduciary responsibilities and make sure your plan is set up to protect you.
We meet with your employees one-on-one to help them understand their retirement benefits and make confident decisions.
When you work with Sporos, you get two advisors who actually pick up the phone. Nasar grew up in a family business and has built businesses of his own, so he understands what it takes to run one and what your employees need to feel taken care of. Together, we handle quarterly reviews, plan oversight, and ongoing fund monitoring. Samee also provides market updates and works directly with your employees to help them understand and make the most of their retirement benefits. As a family team, we're built for the long haul. Your plan won't get handed off to a junior associate or lost in a call center queue.
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If you'd rather skip the checkup and just have a conversation about your plan, we're here.
Schedule a Free Plan Review →No pressure, no obligation. Just an honest conversation about whether your current advisor is earning their keep.