About Us

Based in Houston, Texas, since inception in 1975, providing full-service administration for qualified retirement plans. Expertise in designing, implementing, and admistering to help employers meet employee benefit objectives. Range of plan design for both Defined Benefit and Defined Contribution plans, including 401(k) and plans with permitted disparity. Focus on the details of minimum required distributions and other estate planning strategies, combined with local administration, attention to detail, and providing the highest level of services, we perform business and individual consulting directly with the clients and prospective clients, or through other financial advisors.