A grandfather lifts his grandson up into the air with two hands.

Our Partners

Sungard

A leading provider of software and services for the employee benefits industry, serving thousands of benefit practitioners nationwide for more than a quarter century. SunGard Corbel's Relius suite of software offers support for administration and recordkeeping, daily processing, government forms, proposals and document generation.

John Hancock

A wholly owned subsidiary of Manulife Financial, a leading global provider of financial protection and wealth management products and services, including individual life insurance, long-term care insurance, group life and health insurance, pension products, annuities and mutual funds.

American Funds

Established in 1931 and is one of the nation's oldest mutual fund families in existence. A part of The Capital Group Companies, a leading global investment manager, American Funds contains 29 mutual funds and has more than $600 billion in investments and more than 30 million shareholder accounts.

Reliance Trust Company

One of the largest independent trust companies in the country with more than $25 billion in assets under management and administration. Founded in 1975 and organized as a bank and trust company in 1981, Reliance is headquartered in Atlanta, GA, and is a leading provider of financial services to individuals, corporate and institutional clients worldwide.

Alerus Financial

One of the oldest and largest independent banking operations in North Dakota. With roots that trace back as far as 1879, Alerus has built its success and reputation on non-traditional banking areas such as brokerage services, investments, and wealth management. Today it is a fully diversified financial services company and total financial resource center.

Mass Mutual Financial Group

Established the first mutual fund in the United States, back in 1924. Today, they offer a complete selection of financial products and services to investors.