We Make Retirement Our Business

Our Commitment
to Quality

Consultative approach to retirement plan design and administration

Offering all plan types: (for any business type or size)

  • defined benefit
  • cash balance
  • 401(k)
  • profit sharing/new comparability cash balance
  • cross tested plans
  • money purchase

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.