Our motto: the unbiased pursuit of your best interests

Whether you’re a plan sponsor, human resources (HR) director or adviser, you’re looking for comprehensive, customized corporate benefit plan solutions that add value and make a difference. Let us implement your vision!

Taking the heat off: It’s time to regain valuable time, rein in costs and focus on more strategic business objectives. We handle the challenges of changing rules and regulations, participant demands, and daily administration. Our responsive call center and full-featured paperless system with customized HR and employee dashboards free you to do what you do best.

Partnering for combined strength: We partner with investment advisers, investment managers and industry thought leaders. Together we deliver cost-effective, high-value retirement plan solutions that meet fiduciary compliance requirements regardless of changing government regulations. Learn more about Vantage Success Partners and adviser solutions.

Intelligent, Nimble, Transparent

Transparency builds trust.

We leverage business intelligence via analytics to keep current with industry trends and optimize quality. Our relentless pursuit of accurate analytics data helps us ensure that we always work in your best interests.

We’re nimble enough to respond rapidly to your demands for time-saving, cost-efficient, competitive products and services. Unlike a large, cumbersome organization, we can quickly deliver groundbreaking solutions — and we keep on innovating.

We value transparency across all our business relationships, keeping the unbiased pursuit of your best interest at heart. We don’t hide information — including fees — from clients or plan participants, and we don’t enable advisers to do so. Transparency builds trust. When we’re in business together, you’re not in for surprises, hidden costs, buried commissions or unexpected caveats.

We Are Different

No other independent provider combines the depth and breadth of our services with a steadfast commitment to the unbiased pursuit of clients’ best interests.


We do not participate in hidden revenue-sharing schemes.

Unbiased benefit offerings:

We do not offer proprietary investments or insurance products. Therefore, we have no conflicts of interest. You, your advisers and anyone acting in a fiduciary role are free to select products and services that are best for your organization and plan participants.

Reduced liability:

Our Vantage OneSource℠ portal platform is designed to significantly diminish the need for manual data entry, which reduces human error and improves compliance. Our system’s proven processes mitigate your liability, increase your efficiencies and save you money. You can further reduce your liability by leveraging our fiduciary services for your retirement plan.


We are a trustworthy partner championing the cause of our clients.


We provide educational materials and interactive tools to help participants make informed decisions about their benefits.


We are driven by our passion to create groundbreaking employee benefits solutions.

What our employees say
What We Do

Our complete suite of benefits consulting services provides you with one source for seamless employee benefits. We deliver expertise, lower costs, and reduced risk so you can offer high-value benefit plans your employees will want to participate in.

Health Benefits

From onboarding to daily plan operations to compliance, we’ve got you covered with a cost-effective, efficient, comprehensive employee benefits and retirement plan package. We provide a comprehensive benefits analysis and guide you through the decision-making process. We also provide customized Requests for Proposals (RFPs) to help you get the best products at the best prices.
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Retirement Solutions

We offer fully integrated retirement plan solutions, serving as your consultant, Third Party Administrator, Recordkeeper, Legal Plan Administrator, and Named Fiduciary.
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All-Inclusive Benefits

Now you can leverage all-inclusive, single-source benefits consulting and administration from a single go-to provider with one unified platform. We do away with multiple vendors, separate login requirements, duplicated efforts and repetitive data entry.
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Let’s talk about designing a cost-effective plan you and your employees will want to participate in.