Consultative approach to retirement plan design and administration
Offering all plan types: (for any business type or size)
Implementation of mutually agreed upon recommendations - plan design and document
Excellent administrative services to support the plan's operation in compliance with current legislation
Specializing in addressing our clients unique needs
We do not sell investments but work in partnership with financial advisors and investment recordkeepers giving us independence, flexibility and objectivity
Our creative owners are the core of our consulting staff that meets with clients and their advisors to review business goals, regulatory environment and the viability of existing and new benefit plans
Staff - average experience of 20 to 30 years with various professional designations
Actuarial department: Led by our consulting actuary whose primary responsibility focuses on creative plan design, administration and studies for defined benefit, cash balance and combination defined benefit and defined contribution plans.