Retirement Plan Consultants and Administrators since 1988
Our Services
We offer a complete service package, customized for your business.
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Design a retirement plan to meet your goals and reduce fiduciary liability.
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Conduct plan suitability studies to help you and the participants maximize tax-deferred savings.
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Help you prepare an Investment Policy Statement.
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Conduct annual trustee meetings with plan sponsor: review investments, assess reporting and operational compliance.
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Set-up your plan on platform of a highly rated vendor.
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Enroll participants.
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Educate participants about investing, the power of compound interest and asset allocation.
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Provide gap analysis for participants to determine their readiness for retirement.
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Process participant termination and hardship withdrawal benefits.
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Track and process participant loans (if allowed in the plan).
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Prepare the IRS/DOL annual Form 5500 tax return.
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