About Us

We are an independent non-producing qualified retirement plan consulting and administration firm. We work with all investment environments and partner with investment professionals, tax professionals, etc. to service clients. Our services include, but are not limited to, new plan start ups and existing plan conversions/takeovers. We work on both balance forward Trustee directed plans and self directed daily valued environments. Our administration and consulting services include 401k, profit sharing, money purchase, defined benefit pension, cash balance, cross tested/new comparability, age weighted, solo 401k plans, 403b plans, etc.