Why BlueSky?
Providing knowledge-rich, worry-free expertise for Plan advisors & sponsors
Integrity
Unmatched Service
One Team One Vision
Have Fun
Improve
Exceeding Your Needs Matters.
Integrity
Putting the client first is not a phrase, it’s an action. If we have to stay late to meet a client deadline, we do. When our team makes a mistake, we acknowledge it and take responsibility for the outcome. Our partnership with you and your plan advisor is built upon honesty. Honesty can be a tough choice sometimes, but it is always the correct one.
Unmatched Service
We make the extra effort when you need it. We don’t send out information and expect you to handle it. We send out information and work with you through the final step. You rely on us to assist and alert you of unknown issues and tasks. You need more than answers, you need action.
One Team/One Vision
We care about each other and we care about you and your employees. It’s easy to get caught up in rules and regulations, but we strive to remember – it all comes down to the person who needs us. If one of us can’t run with the ball, someone else can pass it. It’s not a job, it’s our careers.
Have Fun
We can’t go through life without laughter. And if we could, who would want to?
Improve
We all attend internal training on topics like improving customer service, teamwork and employee morale. Our technical staff have designations. We won’t go into detail here because they’re as exciting as reading regulations – which we do, so we know. But you can go to asppa.org if you’re interested!
Living by Our Values Matters.
Our Family Of Plan Advisors And Sponsors Know They’ll Be Served Well, Remain Secure & Worry-Free.
The advice and solutions we provide you must be dependable and accurate, so we see to it that our instructions and suggestions are timely to avoid costly mistakes and aggravating relations.
For us to provide this level of service, we assign an experienced team member to your account who can dedicate her time and attention to you.
Problem-Solving
Clear Communication
We want to gain a clear understanding of every challenge and seek knowledgeable solutions.
We recognize that “401K language” can feel uncomfortable and confusing at times. It’s our responsibility to make 401K language clear and understandable.
PERSONALIZED CHECKLISTS
We design personalized checklists for your particular needs to make sure your reports and filings are completed in a consistent, accurate manner.
CLIENT-CENTERED SOFTWARE
To simplify the planning and record-keeping process, we’ve designed client-centered software that will insure that data and deadlines are automated and tracked for every part of your 401K plan.
"Our firm functions as a partnership with clients and advisors, to make sure your retirement planning needs, both known and unknown, are met."