About Us

An expert resource in employee benefit design, implementation, communication, and administration. We use state of the art systems to provide you with innovative plan design, flexible investment plans, competitive fee structures, comprehensive communication programs, knowledgeable and rapid inquiry response and customized reporting capabilities. We are independent, which means we're not tied to any single investment provider or plan administrator. It also means we ask a lot of questions to help us fully understand your company and what you need to accomplish with an employee benefit plan before we recommend anything, because sometimes the wrong plan can be worse than no plan at all.