Navigating the Retirement Landscape

Qualified Retirement Plan Consulting and Administration

Successful retirement plan design balances the needs of owners, managers, and employees. We offer offer an integrated approach to benefits consulting and take time to understand our clients’ goals, budgets and administrative capacities.   That results in a plan design which truly suits the business. Our service model supports this view of business and commitment to individualized service.

Our services:

  • Plan Design and Implementation
  • Tax Qualified Designs and Administration
  • Non-Qualified Designs and Administration
  • Solo/Owner’s Only Plans
  • Allocation Formulas
  • Profit Sharing, Age Weighting, New Comparability
  • Compliance and Government Reporting