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Retirement Plan Services

Does your business employ a profit sharing 401(k), 403(b), SEP, SIMPLE, Stock Option Plan, Cash Balance, Defined Benefit, or LESOP?... Have you benchmarked pricing for your plan or established a process mandated by the Department of Labor to monitor it?

As retirement plan specialists and consultants, we work with business owners, CEO's, CFO's, HR directors and many others in a 3(21) fiduciary capacity to ensure proper plan management through an integrated process that is reviewed and refined on a continual basis. Our approach is constructed on ERISA requirements for plan sponsors which helps to clarify the duties of those that monitor the company retirement plan, helping to mitigate risk.

Our robust onsite and online education meetings may help HR personell with employee administration needs as well as encourage more plan participation and higher salary deferral rates, making the most out of the company's retirement plan.

Every business is unique and the retirement plan needs for each also differ. To schedule a complimentary review of your plan, the pricing of the plan and a fiduciary check-up consultation, please don't hesitate to call or drop us an email. We're more than happy to discuss some of your options.