LatitudeTM is as much an idea as it is a destination.

It is an intention to serve and expresses our flexibility in crafting retirement plan solutions that meet your unique needs.

Latitude reflects our growing national presence as we support clients large and small in cities and towns across the country. It’s about our long-held commitment to being a partner committed to your success.  

The strength of a national firm with the feel of a local provider.

Offices in Plymouth, IN; Mount Pleasant, SC; Woodland Hills, CA; Phoenix, AZ; Cincinnati, OH;
Indianapolis, IN; and Columbus, OH.



Let’s talk about a retirement plan that’s actually designed to meet your goals.


We’re an expert partner. We can help you grow your retirement plan practice.

Expert Guide

Our sole focus on retirement plans drives important benefits for you.

Plan Design


Fiduciary Services



Actuarial Services