We can help
While the need for
professional pension plan management is real, it is often too expensive for a small
employer to hire a full time professional or outside consultant to
manage this important benefit.
We are the solution
We provide access to experienced and proven
professionals that can provide solutions to the unique challenges small
employers face at rates that fit their budget.
We do not sell products
Rather, we help you
- Design retirement plans that meet your objectives
- Evaluate compliance with legal and regulatory authorities and recommend solutions
- Provide
plan administration support such as plan documents, SPDs, Form
5500 preparation, nondiscrimination testing, contribution limit
monitoring and much more
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