Our Services

We are a full service consulting and third-party administration firm. We simplify the employers' workload to make your retirement plan an easily offered high value benefit. The Services we provide are:

Plan Design and Implementation – We conduct an employer interview to learn about your business, your objectives and needs.  If you have an existing plan, we will review and provide consultation on the overall operation of the plan with respect to your objectives and your employee age and salary profiles.

As your company evolves, so does your plan. We frequently evaluate ongoing plan design in view of industry trends, changing demographics of your employees, and when applicable changing business needs of your company. Our firm provides custom designed plans offering an array of features to maximize the value to the company based on your objectives.

We provide the following services:

• Annual Valuation and Actuarial Reports
• Compliance Testing
• Individual Participant Statements and Required Notices
• Pooled Trust or Self-Directed Account Options
• IRS 5500 series returns and PBGC Filings
• Minimum Distribution Planning and Divorce Settlements for Participants
• Plan and Trust Documents to comply with Current Laws
• IRS and DOL Inquiry/Audit Response with Detailed Compilation of Records
• Plan Year Review for Auditors Preparing Qualified Opinions for IRS Filing
• Plan Termination and IRS filings