Our Services

Qualified Retirement Plans

Whether you would like to set up a new retirement plan or make changes to an existing plan, we can help you evaluate your options.

Non-qualified Plans

Are you trying to recruit or retain key executives? A non-qualified deferred compensation plan can be an important element of a competitive total compensation package.

Plan Administration

If administering your retirement programs is taking too much time and resources from you and your staff, we can relieve some or all of the burden by helping you streamline your administrative processes or providing you with total outsourcing services.

Due Diligence

Are you concerned if your retirement plans are in full compliance with the law or operating within plan terms? Are you considering buying another company and need to know if there are any hidden problems with your target company’s plans? We can give you peace of mind and potentially save you thousands of dollars.

Audit & Corrections

Are you being audited by the IRS or DOL? Have you discovered past problems with your retirement plans? We can guide you through the audit process and corrective measures.

Vendor Searches

Are you considering finding a new service provider for your retirement, 401(k), 403(b) or 457 plan? Do you want to make sure you are getting fair and competitive pricing with your current providers? We can facilitate and guide you through a vendor search using our tried and proven process.