Maintaining a retirement plan can be a nightmare. There's no shortage of
"government red-tape" in retirement plans. So it's important to have a "third-party"
administrator you can trust.
We do administration differently from most other companies. As a result, our
clients are overwhelmingly
with our work. Here's a few things that make
us different from other administrators:
Your plan is assigned to a permanent consultant, you don't have to talk to
someone different every time you call our office with a question. You and
your consultant will get to know each other. You'll come to rely on
your consultant's expertise.
All of our consultants have college degrees with many years of experience
in retirement plans. Your important questions will never be
answered by a "summer intern." All of our consultants have an ownership
interest in the business. They care about you as a client and want more
than anything for you to be
We provide complete consulting, Allocation Reports, Actuarial Valuations,
Annual Reports (Form 5500) and Individual Distribution services. We can
perform proposals, projections and answer all of the "what ifs."
And for all of this personal service, our
are among the lowest in the industry.