Overview

Our goal is, and always has been, to assist employers in the design, implementation, administration, and communication of a wide range of retirement plans. We are committed to providing these services to our clients in a timely, accurate and cost-effective manner. Our experienced team of retirement plan professionals are dedicated to helping employers implement retirement plans that promote corporate goals and objectives, control costs, and give employees a sense of security. We work directly with the client and the financial advisor in the plan setup stage to ensure that the design of the plan meets the client’s stated goals and objectives. We also strive to maximize the client’s tax savings, while simultaneously remaining compliant with complex Department of Labor and Internal Revenue Service regulations. We frequently consult directly with the client’s CPA to coordinate the reporting of relevant tax return information.