Retirement Plan Services

independent firm - Because we appreciate that each plan must address a unique set of needs and objectives, we have no preconceived ideas and no biases towards any particular type of plan. The result is a plan which exactly meets your requirements and those of your employees.

investment flexibility - Clients can have a wide range of high quality investment products and not limited to a single family of funds.

compliance monitoring - We can help ensure that legislative, regulatory and tax compliance requirements are being met.

technical consultative support - Includes assistance in identifying or clarifying your objectives in establishing or redesigning a plan and ensuring that these fit with your overall business goals and cultural style. As part of our ongoing client relationship, we are proactive in identifying legislative developments which can affect your plan operations or qualification and work with you to address their impact.

full range of services as plan actuary - Enrolled Actuary on staff.

experience in handling plans of similar size, features and investments

commitment to quality and reliability

competitive pricing