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Plan Administration

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 satisfied 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 satisfied.

  • 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 administration fees are among the lowest in the industry.