Our services can be broken down into two elements:
our Full-Service Administration and our Consulting Services

We are an extension of your Human Resources Department.

Our Full-Service Administration Includes:

  • Comprehensive plan design
  • Complete plan document services
  • Communication / educational programs
  • Calculation of tax efficient employer contributions
  • Perform all required complaince testing
  • Prepare annual IRS reports
  • Innovative tax savings
  • “Peace of Mind” on compliance and fiduciary matters

Our Consulting Service Includes:

  • Annual review of plan design
  • Technical updates
  • Assistance with fiduciary compliance
  • Compliance and due diligence review
  • Correction of compliance failures
  • Retirement need projections
  • Fee analysis
  • RFP preparation and review