About Us

We are an independent third party administrative firm that specializes in qualifed retirement plans for small to medium-sized companies. We are very service-oriented and do not sell investment products. Our area of expertise is defined contribution plans [401(k), Money Purchase, Profit Sharing] but have relationshsips with many other pension professionals if there is a need for a Defined Benefit plan. We have the ability to custom design any kind of retirement plan your firm may need or produce a low cost start up plan.