Help secure the future for those who help you secure yours.
We analyze, design and direct both qualified and non-qualified retirement plans to help owners, shareholders and employees reach their goals.
What We Do
- Plan design and strategy consulting.
- 401(k), 403(b), 457(b) and 401(a) plans
- Optimize existing tax-deductible contributions to the plan.
- Coordinate planning team, including third-party administrator, tax advisor and legal counsel.
- Identify and recommend vendor options for retirement plans.
- Manage vendor relationships.
- Prepare and manage Requests for Proposal (RFP).
- Provide fiduciary consulting and oversight guidance.
- Facilitate employee education, enrollment and communication.
- Analyze investments and fees.
How We Do It
Using our Retirement Plan Optimization Process™, we review your existing plans. We examine documents, employee census, existing plan specifications, investments and administrative processes with the goal of optimizing your company retirement plan. We identify areas of improvement and then redesign the plan based on the unique goals and objectives of the company.