We are experts in the design, implementation and administration of all types of qualified retirement plans including but not limited to: 401(k), Profit Sharing, Cash Balance and Traditional Defined Benefit Plans.  Our clients value the consulting aspect that we provide in helping them achieve their goals, whether those goals be to attract or reward employees, maximize owner savings while maintaining minimal staff cost or to provide a company tax deduction.

 

When sponsoring a qualified retirement plan it is important to work with an independent TPA.  The retirement plan administration field is complex, and is what we specialize in. Many clients come tous witha plan that was set up by a CPA or an investment company and are surprised with the plan design options that we can provide. As a member of both the American Society of Pension Professionals and Actuaries as well as the National Institute of Pension Administrators, our staff is constantly keeping in tune with the ever changing laws that govern retirement plans in order to maintain a high level of expertise.