Retirement Plan Services

We help company owners develop a retirement plan which offers a benefit to employees, maximizes retirement and tax benefits for owners, and helps reduce fiduciary liability, in a cost-effective manner.

Are You a Business Owner?

For company owners and plan sponsors, we serve as co-fiduciaries to you, and as fiduciaries to the plan.

Generally, if your company has fewer than 50 employees, the focus is on offering a benefit to employees, as well as creating significant tax-deductible benefits for owners. Our plan design experience serves you especially well if this is you.

START A CONVERSATION

How Many Employees Do You Have?

For those of you with 100 to 1000 employees, your focus is typically on recruiting, retaining, and rewarding your team members. Our plan design and governance experience will serve you well if this is you and your situation.

START A CONVERSATION

Have a Financial Institution?

We have no preference regarding financial institutions, recordkeepers, or administration and compliance firms.As appropriate, we search the market with and for you, and assist you in developing plan governance guidelines.

We work with you to develop a cost-effective solution which reflects best practices, is in compliance with ERISA, prepares participants for the future, mitigates your fiduciary liability, and is recognized as a significant benefit by employees.

START A CONVERSATION

If you feel that we are a good fit for you, let’s get started.

START A CONVERSATION