We have been helping employers with their retirement plan needs since 1982.
Our expertise is the design, installation, administration, and operation of qualified retirement plans. If you would like to install a new retirement plan or evaluate an existing plan, we provide plan consultation, design, installation, administrative, and actuarial services.
We believe in continuity of account management and close contact with our clients, their legal counsel, and tax advisors. We know that the same answer is not right for every employer, so we focus on your objectives and design plans that are workable and congruent with your goals.
Our fee-only retirement plan design and administration expertise has helped thousands of businesses owners save for their, and their employees, retirement.
Our Services
We provide plan consultation, design, installation, administrative, and actuarial services to help clients design a new retirement plan or revise an existing plan.
Analysis and Design of a Plan
There are many kinds of retirement plans. Choosing the one that works best for you requires consideration of many important issues. Based on your needs, we will conduct a feasibility study and cost/benefit analysis to determine how to proceed and estimate available plan benefits and deduction limits.
Types of Plans
Once we've determined that a pension or profit sharing plan is appropriate and feasible for your company, we'll help you choose from the following types: Defined Benefit, Profit Sharing, 401(k), Money Purchase, or Employee Stock Ownership Plan.
Installation and Operation of the Plan
We then design and draft all plan documents and participant disclosures for your review and signature.
