Everything You Need to Offer a Better Retirement Plan.
We manage every part of your retirement plan. This includes everything from fiduciary oversight, investment menu monitoring, recordkeeping, compliance, plan administration, and more.
A Variety of Plan Types to Suit Your Needs
Profit Sharing Plans
A great option for going beyond a traditional matching arrangement. We offer new comparability (cross-testing) services as well as several other profit sharing allocation methods.
Cash Balance Plans
401(k) Plans
Floor Offset Plans
Combo Plans
Defined Benefit Plans
Need help deciding which plan is best for your company? Contact us for a free consultation.
What We’re Known For
Dedicated Service
You will receive a dedicated account manager that has the expertise to keep your plan compliant and easy to offer. So you always have a single point of contact for everything related to your retirement plan.
Ideas and Solutions
From maximizing executive compensation to solving recurring compliance testing problems, we specialize in designing plans that can solve these common challenges.
Expert Compliance
Say goodbye to audit surprises. We monitor your plan’s compliance in real-time to help prevent compliance issues before they occur. And if they do occur, we’ll make it easy to correct them.
Signature-Ready Administration
You hired a service provider to help with your retirement plan, which means you shouldn’t have to fill out forms and process paperwork. We take that on for you and send signature-ready documents to protect your time.
No Commissions
We don’t accept commissions and our fees are always transparent. This ensures that you’re receiving unbiased advice because our compensation does not change based on which investment choices are offered in your plan.
Education & Advice
Most of your employees aren’t investment experts, and we understand that challenge. We’ve developed educational content and resources to help your employees feel confident about their retirement plan.
The Future of Executive Compensation
Instead of using deferred compensation plans, you should explore our floor-offset plan solutions. These plans offer your key executives guaranteed pre-tax assets in their retirement plan account instead of a liability that may never get paid.
Learn more about our deferred compensation plan alternatives today.
All Services
Compliance Testing
Plan Documents
Plan Administration
Consulting
Plan Design
3(38) Fiduciary Services
Investment Menu Monitoring
Contribution Allocation Calculations
Audit Assistance
Disclosures & Notices
Form 5500 Filings
Form 8955-SSA Filings
Compliance Monitoring
Investment Policy Statements
Form 1099-R Processing
Recordkeeping
Trade Processing
Plan Mergers
Contribution Processing
Distribution & Loan Processing
Employee Education & Advice